FAQ

Yes, Pioneer Advisory is a fee-based fiduciary firm based in Moraga, CA.

Pioneer does not charge for an initial consultation.

Pioneer Advisory works with different account levels; inquire and we can discuss your case.

Here is the Pioneer Advisory Investment Management fee schedule. For clients who are interested in Financial Planning services alone, plans are a $4,000 flat fee or hourly, depending on the nature of the project.

You can either inquire by email, call directly, or schedule an intro call. There are buttons posted throughout my website. It is always helpful to have details of what you would like to discuss ahead of time, so feel free to send some information ahead of the call.