Anthony John Guzman
AG
CFP

Anthony John Guzman

5 Years of Experience

Firm Information

Anthony John Guzman
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.25%
$10M+0.10%

Fees are negotiable at the sole discretion of Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250 - $1,000/hr

You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

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

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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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Other Business Activities

Anthony is involved with Xylem Finance LLC, which is not investment-related and focuses on tax preparation.

Employment History
Current Registrations
Pioneer Wealth Management Group
December 2020 - Present · 5 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.