Victory Financial Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of 7 early termination, the client will be billed for the hours worked at a rate of $250.00 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500.00 and $5,000.00, depending on complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Victory Financial Services LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

How Victory Financial Services LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Medina that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Victory Financial Services LLC

• Principal: Gregory D. Schnelzer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$13,666,674

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291184

Phone

(330) 331-4447

Other planners in Medina that publish fees

• GJW Investment Adviser LLCMedina$250/hr
• Oda and Company, Inc.Medina$150⁠-⁠$300/hr, $2,000⁠-⁠$5,000
• S.c. Thomas & Associates, CPA, LLCMedina$250/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 7 planners in Medina