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Advisor

Gregory Schnelzer

Victory Financial Services · Medina, Ohio

Gregory Schnelzer is a fee-only financial advisor at Victory Financial Services in Medina, Ohio. Victory Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmVictory Financial Services
Based in Medina, Ohio
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$13.7M across 78 accounts
SEC registration Investment adviser representative in OH · CRD 4581410
Exams passedSeries 66 (2003)
Firm size1 employee
Disclosures None reported

How Gregory's firm compares

  • Victory Financial Services's average account is about $175,000, from its Form ADV (assets managed divided by 78 accounts).

What fee-only advisors charge in Ohio

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Questions about Gregory

Is Gregory Schnelzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Victory Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gregory charge for financial advice?

Gregory's firm, Victory Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Gregory Schnelzer based?

Gregory Schnelzer is based in Medina, Ohio.

Is Gregory Schnelzer registered with the SEC?

Yes. Gregory Schnelzer is registered as an investment adviser representative in OH (CRD 4581410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Victory Financial Services manage?

Victory Financial Services reports $13.7M across 78 accounts in assets under management.

How do I contact Gregory Schnelzer?

Contact details aren't on file yet. Search for Victory Financial Services.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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