Shirley Sanchez is a CFP-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 3 years of industry experience. Shirley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 6 more. Their firm serves 499 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.
Fee Estimator
Contact
Shirley Sanchez
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pioneer Wealth Management Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Shirley enjoys hiking with her husband and young children, drinking coffee, baking, and enjoying new experiences around Austin and elsewhere.