Nicole Marie Renaux
NR
CFP
Nicole Marie Renaux
NR
CFP

Nicole Renaux

8 Years of Experience

Nicole Renaux is a CFP-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 8 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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...

Contact

Nicole Marie Renaux
NR
Nicole Renaux

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 →
Employment History
Current Registrations
Pioneer Wealth Management Group
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Morgan Stanley
April 2017 - January 2019 · 1 yr 9 mos
Morgan StanleyBroker
March 2017 - January 2019 · 1 yr 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.
Additional Information

As a Wealth Advisor at Pioneer Wealth Management Group, I provide impactful financial advice to help people address their tough questions and accomplish their financial goals. With each client, my goal is to create a customized financial plan that meets their unique needs and circumstances, so they can live their best lives.

Nicole Marie Renaux
NR
Contact
Nicole Renaux