Firm
Lockstep Financial
Odenton, Maryland
Fee-only
Lockstep Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $68,000 (assets it manages divided by its 18 accounts).
- Its hourly rate of $220 is below the Maryland median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Odenton, Maryland |
|---|---|
| Website | lockstepfinancial.com |
| Phone | (410) 940-4626 |
Lockstep Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $660 |
|---|---|
| Hourly | $220 an hour |
| Asset-based fee | 0.5% to 2% a year |
| Account minimum | $200,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"College Planning 529, UGMA/UTMA, Coverdell $660 - $1,320" source
"Hourly Service $220/hr" source
"0.5% - 2% AUM Fee" source
"0.5% - 2% AUM Fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 311865 |
Advisors at this firm (1)
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