SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Pioneer Wealth Management Group
Austin, TX
Pioneer Wealth Management Group, Inc, CRD 133429
Firm filing updated February 5, 2026 ·
- $399.2MAssets
- 499Clients
- 9Advisory staff
- 1,658Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals453
- High net worth individuals46
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 453 | $238.5 million |
| High net worth individuals | 46 | $160.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$399.2 million
- Accounts1,658
- Discretionary$399.1 million · 1,647 accounts
- Non-discretionary$91,039 · 11 accounts
People
- Employees11
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients647
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Pioneer Wealth Management Group, Inc SEC-registered investment advisor. CRD 133429, SEC file 801-120285.
- Registered with the SEC as an investment advisor (status date on record: February 23, 2021).
Is Pioneer Wealth Management Group a fiduciary?
Short answer: Pioneer Wealth Management Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.