Invictus Financial Services fees and pricing
Financial planner in Wyoming, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Invictus Financial Services charges $250 an hour and a flat or project fee of $1,000-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly Rate: $ 250 per hour”
- Flat or project fee
- $1,000-$3,000
“Standalone financial planning services are typically offered for a fixed flat fee ranging from approximately $1,000 to $3,000, depending on the scope and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invictus Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are billed in arrears and are earned as services are rendered.”
- “If a planning engagement is terminated prior to completion, fees are prorated based on the work performed.”
- “Alternatively, fees may be invoiced directly to the client, as specified in the client agreement.”
How Invictus Financial Services’ fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$3,000 is below the Pennsylvania median of $3,650. 30% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Invictus Financial Services
“Invictus Financial Services provides investment advisory and financial planning services to individuals and high net worth individuals. The Firm provides financial planning services designed to assist clients with evaluating their overall financial situation and planning for future goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340343
- Phone
- (570) 472-1810
Other planners in Wyoming that publish fees
- Virtual Tax PlannersWyoming$5,000-$20,000, $200-$1,500/mo
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.