April Busby
AB
CFP · PFS
April Busby
AB
CFP · PFS

April Busby

4 Years of Experience

April Busby is a CFP, PFS-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 4 years of industry experience. April 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 5 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
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Contact

April Busby
AB
April Busby

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.

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Employment History
Current Registrations
Pioneer Wealth Management Group
June 2021 - Present · 4 yrs 10 mos
State Registrations2 states
TNTX
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

April joined Pioneer Wealth in 2021 after an extensive career in public accounting, corporate finance, and non-profit/small business executive roles. She manages Pioneer Wealth Management Group's Tri-Cities Office and serves clients around the US. April has been a licensed CPA since 1995.

April Busby
AB
Contact
April Busby
April Busby - Financial Advisor | TrueAdvisor