Locus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,567,069
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$4,283,535
About
Locus Wealth Management is a fee‑only independent advisory firm led by a single CFP®‑credentialed advisor that provides ongoing wealth management and integrated financial planning to individual and high‑net‑worth clients. The firm offers continuous portfolio supervision, written financial plans, and one‑time project‑based planning engagements.
The advisor implements portfolios using a risk‑aware, asset‑allocation framework informed by modern portfolio theory, combining passive and active funds, ETFs, and individual securities, and can incorporate socially responsible (ESG) options at a client’s request. Accounts are generally managed on a discretionary basis and custody and execution are facilitated through institutional platforms (Altruist and Charles Schwab); the firm executes trades on individual accounts rather than using aggregated block trading.
Distinctively, Locus operates with a very small client base and a concentrated asset pool, reflecting a practice model focused on highly individualized relationships that is uncommon among solo independent advisers. The firm is newly established and emphasizes integrated planning delivered alongside investment management, with project‑based engagements and coordination with third‑party attorneys, tax professionals, and insurance advisors when requested.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Social Security optimization
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Fixed fees ranging from $3,000 to $15,000 for Project-Based Financial Planning
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
$350 per hour for Project-Based Financial Planning
Fee-only: Wealth Management fees based on tiered percentage of AUM; Project-Based Financial Planning fixed fees from $3,000 to $15,000 or $350 hourly rate.
Main office location
Locus Wealth Management
West Chester PA, United States
Number of offices
1
Most active in
Locus Wealth Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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