Fee-only Financial Advice | 78701 | Pioneer Wealth Management Group

Experienced, educated, unbiased

wealth advisors

Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available
for all.

Our Promise

We provide holistic financial advice, understanding that finances are only one piece of a client's life. Our advisors adhere to a strict fiduciary oath. This means we always operate in our client's best interest.

Amazon Whole Foods Specific Services

services

Quick Chat

Lets have a quick chat about any financial topic that may be on your mind. We are not only financial experts but also very familiar with all Amazon/Whole Foods Benefits

Quarterly Seminars

We will have quarterly in person or zoom seminars on various financial topics. Some of these will be basics of financial management and some will be much more complex topics around RSUs, Options, taxes, liquidity events, etc

Your External Resource Center

We will have a running database of important Amazon Whole Foods benefits related information. This resource will sere as a place to get refreshers on your benefits but also ideas to take full advantage of opportunities that may exist.

Gain Momentum

You are just getting started on your journey and want to build a strong financial foundation.

Asset Level $100k - $500k

Fees: Hourly - $5,000

Comprehensive financial plan including savings, tax, and protection strategies
Guidance on aligning your investment portfolio with your goals
A team to contact with questions or when life changes happen

Fee options include:

Hourly
Annual Financial Planning
Asset Management

Build Wealth

You are a goal-oriented professional working toward financial independence. You need help developing a strategic plan and are seeking a trusted guide to help along the way.

Asset Level $500k - $2MM

Fees: $5,000 - $20,000

Detailed wealth plan, including education and retirement planning
Alternative investing, real estate, and small business advising
Employee benefits management strategies, including RSUs and stock options

Fee options include:

Annual Wealth Planning
Asset Management

PROTECT Wealth

You have built significant wealth and want to optimize your strategies to attain your goals in the most efficient path possible.

Asset Level $2MM- $20MM

Fees: $20,000 - $100,000

Tax optimization

Maximum efficiency investing
Estate planning and protection
Private equity/venture capital investing
Alternatives /real estate

Fee options include:

Annual Wealth Planning
Asset Management

Legacy

You are concerned with multi-generational wealth transfer, asset protection, and tax optimization.

Asset Level $20MM+

Fees: Variable based on complexity

A dedicated advisor plus full-service wealth management team including CFP, CPA, CFA, and estate attorney
Streamlined financial life
Charitable giving and legacy strategies
Asset protection, tax mitigation, and impact investing