Juan Guevara
J.F. Williams Co., Inc. · Denver, Colorado
Juan Guevara is a fee-only financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, who holds the CFP, BS and MSFP credentials. Juan charges a percentage of assets and a one-time planning fee (one-time plans from $2,500) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | J.F. Williams Co., Inc. |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $286.5M across 499 accounts |
| Credentials | CFP · BS · MSFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5772978 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | jfwco.com |
How Juan's firm compares
- A one-time plan starts at $2,500, in line with the Colorado median of $2,500 for fee-only firms that publish prices.
- J.F. Williams Co., Inc.'s average account is about $574,000, from its Form ADV (assets managed divided by 499 accounts).
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Questions about Juan
Is Juan Guevara a fee-only financial advisor?
Yes. Juan Guevara is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Juan's firm.
How does Juan charge for financial advice?
Juan charges a percentage of assets and a one-time planning fee.
How much does Juan charge?
According to J.F. Williams Co., Inc.'s website, checked October 28, 2026: one-time plans from $2,500.
Does Juan work with clients virtually?
Yes. J.F. Williams Co., Inc. says on its website that it works with clients remotely.
Where is Juan Guevara based?
Juan Guevara is based in Denver, Colorado.
What does Juan specialize in?
Juan's specialties include retirement planning, tax planning and estate & legacy planning. Juan works with retirees and pre-retirees.
What credentials does Juan Guevara hold?
Juan Guevara holds the CFP, BS and MSFP credentials.
Is Juan Guevara registered with the SEC?
Yes. Juan Guevara is registered as an investment adviser representative in CO and TX (CRD 5772978), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does J.F. Williams Co., Inc. manage?
J.F. Williams Co., Inc. reports $286.5M across 499 accounts in assets under management.
How do I contact Juan Guevara?
Through Juan's website, jfwco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- J.F. Williams Co., Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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