# Shirley Stacy Sanchez

> Shirley Stacy Sanchez is a fee-only financial advisor at Pioneer Wealth Management Group in Austin, Texas, who holds the CFP, MS and AAMS credentials. Shirley Stacy charges a flat fee or retainer and hourly fees and focuses on equity compensation, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/shirley-stacy-sanchez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pioneer Wealth Management Group
- **Based in:** Austin, Texas
- **Fee model:** Flat fee or retainer; Hourly
- **Assets under management (firm):** $399.2M across 1,658 accounts
- **Credentials:** CFP, MS, AAMS, CRPS, CGMA, CPA
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning, Flat-fee planning, Small business owners
- **Works with:** Tech employees, Executives, Founders
- **CRD:** 7697052 (https://adviserinfo.sec.gov/individual/summary/7697052)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://pioneerwealth.com

## Frequently asked questions

### Is Shirley Stacy Sanchez a fee-only financial advisor?

Yes. Shirley Stacy Sanchez is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shirley Stacy's firm.

### How does Shirley Stacy charge for financial advice?

Shirley Stacy charges a flat fee or retainer and hourly fees.

### Where is Shirley Stacy Sanchez based?

Shirley Stacy Sanchez is based in Austin, Texas.

### What does Shirley Stacy specialize in?

Shirley Stacy's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning, flat-fee planning and small business owners. Shirley Stacy works with tech employees, executives and founders.

### What credentials does Shirley Stacy Sanchez hold?

Shirley Stacy Sanchez holds the CFP, MS, AAMS, CRPS, CGMA and CPA credentials.

### Is Shirley Stacy Sanchez registered with the SEC?

Yes. Shirley Stacy Sanchez is registered as an investment adviser representative in TX (CRD 7697052), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Shirley Stacy Sanchez?

Through Shirley Stacy's website, pioneerwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4059): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pioneerwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.