Mark Lotocky
The Dixon Davis Group · Victoria, British Columbia, Canada
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Credentials | CPA · CFP |
| Website | www.dixondavis.com |
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- The Dixon Davis Group website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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