Firm
Pioneer Wealth Management Group
Austin, Texas
Fee-only
Pioneer Wealth Management Group at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 11 advisors are listed here; 9 of 11 hold the CFP.
- Its Form ADV reports 11 employees and 499 individual clients, 46 of them high net worth.
- Its average account is about $241,000 (assets it manages divided by its 1,658 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | pioneerwealth.com |
| [email protected] | |
| Phone | (512) 334-6800 |
Pioneer Wealth Management Group fees
Pioneer Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $399 million |
| Individual clients | 453 |
| High-net-worth clients | 46 |
| Accounts managed | 1,658 |
| Employees | 11 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-120285) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 133429 |