# Jorge Perez Ruiz

> Jorge Perez Ruiz is a fee-only financial advisor at Guerra Wealth Advisors in Miami, Florida. Jorge focuses on retirement planning, tax planning and estate & legacy planning. Guerra Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Guerra Wealth Advisors
- **Based in:** Miami, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $406.2M across 3,007 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6896224 (https://adviserinfo.sec.gov/individual/summary/6896224)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2019)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://guerrawealth.com/

## Frequently asked questions

### Is Jorge Perez Ruiz a fee-only financial advisor?

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

### How does Jorge charge for financial advice?

Jorge's firm, Guerra Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jorge Perez Ruiz based?

Jorge Perez Ruiz is based in Miami, Florida.

### What does Jorge specialize in?

Jorge's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Jorge Perez Ruiz registered with the SEC?

Yes. Jorge Perez Ruiz is registered as an investment adviser representative in FL (CRD 6896224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Guerra Wealth Advisors manage?

Guerra Wealth Advisors reports $406.2M across 3,007 accounts in assets under management.

### How do I contact Jorge Perez Ruiz?

Through Jorge's website, guerrawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6896224): 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://guerrawealth.com/): 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.