Victory Wealth Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$7,500

“VWS charges a fixed fee for financial planning based on a fixed fee between $2,500 and $7,500 based on the complexity of the plan and the Client’s needs.”

Annual fee

$10,000⁠-⁠$50,000/yr

“WEALTH MANAGEMENT Wealth management services are offered for an annual flat fee between $10,000 and $50,000.”

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

How Victory Wealth Services, LLC bills

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

• “Fees are billed monthly or quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Fees are charged monthly in arrears calculated based on the average daily balance of the Account during the billing period.”
• “Fees are prorated based on the number of days service is provided during each billing period.”

How Victory Wealth Services, LLC’s fees compare

• Its flat or project fee of $2,500-$7,500 spans the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Prescott that publish a flat or project fee charge less.
• Its annual fee of $10,000-$50,000 is above the Arizona median of $10,000. 95% of the 43 other Arizona planners that publish an annual fee charge less.

About Victory Wealth Services, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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% a year

Clients

149

Employees

4

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$45,355,706

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290270

Website

victorywealth.com (opens in new tab)

Phone

(928) 778-1050

Can advise clients in 2 states: Arizona, Nevada

Other planners in Prescott that publish fees

• Brio Financial PlanningPrescott$1,000/yr
• Empirikal Partners LLCPrescott$200/hr
• Lane Brothers Investment CounselPrescott$1,500⁠-⁠$5,000
• Montoya Wealth ManagementPrescott$300/hr, $3,000⁠-⁠$6,000
• Percheron Consulting, LLCPrescott$150⁠-⁠$250/hr
• S.e. Thorn & Co.Prescott$185/hr, $1,000

Compare all 11 planners in Prescott