Shirley Stacy Sanchez
Pioneer Wealth Management Group · Austin, Texas
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.
Request an introduction to Shirley Stacy →
Specialties
Who they serve
- Tech employees
- Executives
- Founders
Facts
| Firm | Pioneer Wealth Management Group |
|---|---|
| Based in | Austin, Texas |
| Fee model | Flat fee or retainer · Hourly |
| Assets under management | $399.2M across 1,658 accounts |
| Credentials | CFP · MS · AAMS · CRPS · CGMA · CPA |
| SEC registration | Investment adviser representative in TX · CRD 7697052 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | pioneerwealth.com |
| Profile |
How Shirley Stacy'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).
Request an introduction to Shirley Stacy
Tell Shirley Stacy a little about what you're looking for. Shirley Stacy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shirley Stacy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pioneer Wealth Management Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.