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PIONEER WEALTH MANAGEMENT GROUP
800 W 5th St Unit 100-B
Austin, Texas 78703
Tel: 512-334-6800
About PIONEER WEALTH MANAGEMENT GROUP
PIONEER WEALTH MANAGEMENT GROUP, formally registered with the SEC as PIONEER WEALTH MANAGEMENT GROUP. The firm was established in 02/23/2021. They have over 3 offices throughout the country.
PIONEER WEALTH MANAGEMENT GROUP is a Austin, Texas based Financial Planning firm with nearly $214,811,994 assets under management, offering retirement planning & investment advisory services to 1195 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133429 |
| SEC# | 801-120285 |
| Assets Managed by Firm | $214,811,994 |
| No. of Clients | 1195 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (RESEARCH/CONSULTATION SERVICES AVAILABLE IF CLIENT PREFERS IN LIEU OF A STAND-ALONE FINANCIAL PLAN.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1195 | $214,811,994 |
| Individuals (other than high net worth individuals) | 396 | $115,405,292 |
| High net worth individuals | 46 | $99,406,702 |
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