# Alexandra Leon Guerrero

> Alexandra Leon Guerrero is a fee-only financial advisor at ALG Financial in Hagåtña, Guam. Alexandra focuses on retirement planning and small business owners. ALG Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/alexandra-leon-guerrero/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ALG Financial
- **Based in:** Hagåtña, Guam
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.5M across 155 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees
- **CRD:** 5230325 (https://adviserinfo.sec.gov/individual/summary/5230325)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.algfinancial.co/

## Frequently asked questions

### Is Alexandra Leon Guerrero a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and ALG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexandra charge for financial advice?

Alexandra's firm, ALG Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Alexandra Leon Guerrero based?

Alexandra Leon Guerrero is based in Hagåtña, Guam.

### What does Alexandra specialize in?

Alexandra's specialties include retirement planning and small business owners. Alexandra works with retirees.

### Is Alexandra Leon Guerrero registered with the SEC?

Yes. Alexandra Leon Guerrero is registered as an investment adviser representative in TX (CRD 5230325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ALG Financial manage?

ALG Financial reports $22.5M across 155 accounts in assets under management.

### How do I contact Alexandra Leon Guerrero?

Through Alexandra's website, www.algfinancial.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5230325): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.algfinancial.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.