Victrix Investment Advisors fees and pricing

Financial planner in Stuart, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 28, 2026, Victrix Investment Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND RETIREMENT PLAN CONSULTING Financial planning and Retirement Plan consulting services are offered based on an hourly rate of $250.”

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

“At termination, any fees due to Victrix from the client will be invoiced based on the number of hours spent up to the time of termination.”
“Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 4 other planners in Stuart that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 435
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $343,341,162
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 167517
Website: linkedin.com/company/king-tide-advisors (opens in new tab)
Phone: (772) 320-9658

Is something on this page wrong or out of date?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.