# Mark Lotocky

> Mark Lotocky is a fee-only financial advisor at The Dixon Davis Group in Victoria, British Columbia, Canada, who holds the CPA and CFP credentials. Mark charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from C$3,360 a year and one-time plans from C$2,900) and focuses on retirement planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/mark-lotocky/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** The Dixon Davis Group
- **Based in:** Victoria, British Columbia, Canada
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from C$3,360 a year; one-time plans from C$2,900
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CPA, CFP
- **Specialties:** Retirement planning, Flat-fee planning
- **Works with:** Retirees, Pre-retirees
- **Website:** www.dixondavis.com

## Frequently asked questions

### Is Mark Lotocky a fee-only financial advisor?

Yes. Mark Lotocky is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Mark charge for financial advice?

Mark charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Mark charge?

According to The Dixon Davis Group's website, checked October 28, 2026: ongoing planning from C$3,360 a year; one-time plans from C$2,900.

### Does Mark work with clients virtually?

Yes. The Dixon Davis Group says on its website that it works with clients remotely.

### Where is Mark Lotocky based?

Mark Lotocky is based in Victoria, British Columbia, Canada.

### What does Mark specialize in?

Mark's specialties include retirement planning and flat-fee planning. Mark works with retirees and pre-retirees.

### What credentials does Mark Lotocky hold?

Mark Lotocky holds the CPA and CFP credentials.

### How do I contact Mark Lotocky?

Through Mark's website, www.dixondavis.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.dixondavis.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.