The Dixon Davis Group
Mark Lotocky & Cole Schneider
CFP
Pricing
What they charge
- Financial Plan starting at $4,020
- Annual Financial Planning starting at $3,360/year
- Financial Coaching add-on starting at $350/month. Fixed fees by complexity (explicitly not %-of-investments)
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Subscription
Client minimum
Not stated
Coverage
Victoria, BC
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay The Dixon Davis Group
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Fixed-fee planning for all wealth levels
What's included
Services
Advice-only fixed-fee financial planning: cashflow, taxation, investments, risk management, long-term projections; ongoing annual planning; financial coaching (never sells products or earns commissions)
Work with The Dixon Davis Group
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
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