Jorge Perez Ruiz
Guerra Wealth Advisors · Miami, Florida
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.
Request an introduction to Jorge →
Specialties
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 |
| Assets under management | $406.2M across 3,007 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6896224 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | guerrawealth.com |
How Jorge's firm compares
- Guerra Wealth Advisors's average account is about $135,000, from its Form ADV (assets managed divided by 3,007 accounts).
Request an introduction to Jorge
Tell Jorge a little about what you're looking for. Jorge isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jorge
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.
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
- Guerra Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.