Nicolle Yates
Pioneer Wealth Management Group · Austin, Texas
Nicolle Yates is a fee-only financial advisor at Pioneer Wealth Management Group in Austin, Texas, who holds the CFP credential. Pioneer Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pioneer Wealth Management Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $399.2M across 1,658 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6990521 |
| Exams passed | Series 65 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | pioneerwealth.com |
How Nicolle's firm compares
- Pioneer Wealth Management Group's average account is about $241,000, from its Form ADV (assets managed divided by 1,658 accounts).
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Questions about Nicolle
Is Nicolle Yates a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicolle holds no broker registration, and Pioneer Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicolle charge for financial advice?
Nicolle's firm, Pioneer Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicolle Yates based?
Nicolle Yates is based in Austin, Texas.
What credentials does Nicolle Yates hold?
Nicolle Yates holds the CFP credential.
Is Nicolle Yates registered with the SEC?
Yes. Nicolle Yates is registered as an investment adviser representative in TX (CRD 6990521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pioneer Wealth Management Group manage?
Pioneer Wealth Management Group reports $399.2M across 1,658 accounts in assets under management.
How do I contact Nicolle Yates?
Through Nicolle's website, pioneerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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