Milad  Taghehchian

Milad Taghehchian

| CFP®

Pioneer Wealth Management Group

512-334-6800

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Fee-Only Financial Planner serving the Austin, TX area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Our Other NAPFA Members

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700 Lavaca Street
Suite 1400
Austin, TX 78701

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Milad Taghehchian is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. Pioneer Wealth management Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Milad Taghehchian is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Milad Taghehchian is a Fee Only Financial planner in Austin, TX. Milad Taghehchian is a NAPFA-Registered Financial Advisor.

Education
B.S. Economics
The University of Texas at Austin
Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practitioner 2005

Areas of Specialization
Real Estate Investments
Estate Planning
1031 Exchanges
Stock Options
Startups
Small Business Planning
 
Hometown
Austin, TX

Community & Leadership
Board Member: Austin Discovery School
Mission Capital

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Who We Are

We are an organization born out of a need to make the financial industry honest. Our clients receive knowledgeable financial advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary. It is understood that finances are one piece of your lives, and we strive to make the management of that piece a lot easier.

What We Do

Retirement Planning
Investment Planning & Management
Estate Planning/Wealth Transfer
Education Planning
Tax Planning
Charitable Giving
Insurance Needs Analysis
Small Business/Startups
Real Estate Investments
Socially Responsible Investing
Family Office
Domestic Partnerships
Retirement Plan Administration

How We Get Paid

1 of 3 options

Annual Service Fee: This flat fee pays for anything we do for an entire year.

Assets Under Management: If we are buying and selling investments in your accounts for you, we charge a fee for it, as a percentage of assets managed.

Hourly Fee: For specific concerns that require less time to address, the hourly consultative rate may make sense.

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