VD
CFA · CFP
VD
CFA · CFP

Victor Davidenko

3 Years of Experience
Frisco, TX

Victor Davidenko is a CFA, CFP-designated registered investment advisor at Orgallic Wealth, based in Frisco, TX, with 3 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $480K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$96K average
Assets Under Management
$482K

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5M+0.00%

Beginning July 1, 2026, ORG plans to implement a minimum annual advisory fee, which is currently expected to be generally $4,500 per year, based on client complexity and scope of services. The minimum annual fee may be waived or adjusted at ORG’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Victor officiates women's lacrosse at the high school and college level, dedicating about 10-20% of his time. This activity is not investment-related.

Employment History
Current Registrations
Orgallic Wealth
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Fisher Investments
October 2023 - January 2025 · 1 yr 3 mos
Avantax Investment Services, INC.Broker
November 2022 - October 2023 · 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.