CC
CFA · CFP
CC
CFA · CFP

Christopher Cyndecki

12 Years of Experience

Christopher Cyndecki is a CFA, CFP-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 12 years of industry experience. Christopher 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 3 more. Their firm serves 499 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
499 clients
Average Client Portfolio
$800K average
Assets Under Management
$399.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.45%
$10M+0.30%

Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

800 W 5th St Unit 100-B, Austin, TX, 78703

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Christopher is a 50% owner of Cyntennial Ventures LLC, formed in 2018 as an investment vehicle. The entity is active but currently has no business activities.

Employment History
Current Registrations
Pioneer Wealth Management Group
June 2013 - Present · 12 yrs 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Christopher Cyndecki - Financial Advisor | TrueAdvisor