Pioneer Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,000/hr

“In certain instances, Advisor offers its financial planning services as an hourly engagement at an hourly rate from $250 to $1,000 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pioneer Wealth Management Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Financial planning services are billed annually, monthly, hourly, or by fixed fee.”
• “A one-time setup payment may be billed at contract signing to reflect the work required during a new client’s initial onboarding.”
• “Annual fees are billed at a fixed price that varies depending on the scope of services and the complexity of the client’s situation.”

How Pioneer Wealth Management Group’s fees compare

• Its hourly rate of $250-$1,000 spans the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
• 56 of the 57 other planners in Austin that publish an hourly rate charge less.

About Pioneer Wealth Management Group

• Firm size: 11 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

499

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$399,224,017

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133429

Website

linkedin.com/company/pioneer-wealth-management-group (opens in new tab)

Phone

(512) 334-6800

Can advise clients in 11 states: California, Colorado, Louisiana, North Carolina, New Hampshire, New Mexico, New York, Oregon, Tennessee, Texas, Washington

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• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
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• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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