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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