Pioneer Wealth Management Group
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Milad Taghehchian is a Fee Only Financial planner in Austin, TX. Milad Taghehchian is a NAPFA-Registered Financial Advisor.
The University of Texas at Austin
CERTIFIED FINANCIAL PLANNERâ€‹™ Practitioner 2005
Areas of Specialization
Real Estate Investments
Small Business Planning
Community & Leadership
Board Member: Austin Discovery School
Milad Taghehchian is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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
Investment Planning & Management
Estate Planning/Wealth Transfer
Insurance Needs Analysis
Real Estate Investments
Socially Responsible Investing
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Milad Taghehchian is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Milad Taghehchian is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Milad Taghehchian
700 Lavaca Street
Austin, TX 78701