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Advisor

Angela Gomez Guerrero

Mraz and Associates · Modesto, California

Angela Gomez Guerrero is a fee-only financial advisor at Mraz and Associates in Modesto, California. Mraz and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmMraz and Associates
Based in Modesto, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$917.5M across 1,289 accounts
SEC registration Investment adviser representative in CA · CRD 8026604
Exams passedSeries 65 (2025)
Firm size6 employees
Disclosures None reported
Websitewww.mrazandassociates.com

How Angela's firm compares

  • Mraz and Associates's average account is about $712,000, from its Form ADV (assets managed divided by 1,289 accounts).

What fee-only advisors charge in California

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Questions about Angela

Is Angela Gomez Guerrero a fee-only financial advisor?

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

How does Angela charge for financial advice?

Angela's firm, Mraz and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Angela Gomez Guerrero based?

Angela Gomez Guerrero is based in Modesto, California.

Is Angela Gomez Guerrero registered with the SEC?

Yes. Angela Gomez Guerrero is registered as an investment adviser representative in CA (CRD 8026604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Mraz and Associates manage?

Mraz and Associates reports $917.5M across 1,289 accounts in assets under management.

How do I contact Angela Gomez Guerrero?

Through Angela's website, www.mrazandassociates.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Modesto

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
  • Mraz and Associates 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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