Alexandra Leon Guerrero
ALG Financial · Hagåtña, Guam
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | ALG Financial |
|---|---|
| Based in | Hagåtña, Guam |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $22.5M across 155 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5230325 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.algfinancial.co |
How Alexandra's firm compares
- ALG Financial's average account is about $145,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Alexandra
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- ALG Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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