Firm
Locus Wealth Management
West Chester, Pennsylvania
Fee-only
Locus Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 6 of them high net worth.
- Its average account is about $364,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | locuswealthmanagement.com |
| [email protected] | |
| Phone | (610) 628-0966 |
Locus Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The cost typically ranges from $3,000 to $15,000" source
"First $1M @ 1.00%" source
"Point in time engagements are billed as a one time project 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 · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 8 |
| High-net-worth clients | 6 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 338162 |