Shirley
Sanchez
Pioneer Wealth Management Group
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About this Advisor
Shirley Sanchez is a certified financial planner who works in Austin, Texas. Sanchez is currently employed by Pioneer Wealth Management Group. Over the course of their career, they have held roles at Pioneer Wealth Management Group and The University Of Texas At Austin, Tx. Sanchez is able to serve investors in Texas. Pioneer Wealth Management Group is an advisory firm that has its headquarters in Austin, TX. The firm has offices in two locations and a total of eight financial advisors. It handles $161 million in assets under management across its 1,442 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,442 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Pioneer Wealth Management Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pioneer Wealth Management Group Brokerage Details
$160,812,162
8
1,442
$111,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Shirley Sanchez Work History
Shirley has been registered as a financial advisor for 0 years.*
Pioneer Wealth Management Group
The University Of Texas At Austin, Tx
The University Of Texas At Austin, Tx
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shirley Sanchez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pioneer Wealth Management Group
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
