Victory Financial fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Victory Financial charges a flat or project fee of $500-$50,000 and a quarterly fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$50,000
“We provide comprehensive financial planning services for a negotiable fixed fee ranging between $500 and $50,000 per plan, based upon the nature and complexity of the client’s circumstances as well as the services requested.”
- Quarterly fee
- $5,000/qtr
“Fees shall be negotiable up to a maximum rate of $5,000 per quarter, which shall be paid in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Victory Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is not adjusted to reflect the interim change in portfolio value.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Victory Financial’s fees compare
- Its flat or project fee of $500-$50,000 spans the Texas median of $3,850. 95% of the 401 other Texas planners that publish a flat or project fee charge less.
- 45 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Victory Financial
“Our Advisory Business VFG offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 47 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.99% a year
- Clients
- 2,937
- Employees
- 47
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,337,530,512
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324943
- Phone
- (512) 763-7671
Can advise clients in 18 states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Louisiana, Maine, Missouri, Montana, North Carolina, Nevada, Oregon, South Carolina, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.