Juliana Guerra
Dean Roland Russell Family Wealth Management · San Diego, California
Juliana Guerra is a fee-only financial advisor at Dean Roland Russell Family Wealth Management in San Diego, California. Juliana charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and pension planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Dean Roland Russell Family Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Assets under management | $351.2M across 555 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8063894 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.drrwealth.com |
| Profile |
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Questions about Juliana
Is Juliana Guerra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juliana holds no broker registration, and Dean Roland Russell Family Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juliana charge for financial advice?
Juliana charges a percentage of assets.
Where is Juliana Guerra based?
Juliana Guerra is based in San Diego, California.
What does Juliana specialize in?
Juliana's specialties include estate & legacy planning, family wealth transfer, pension planning and retirement planning. Juliana works with ultra high net worth.
Is Juliana Guerra registered with the SEC?
Yes. Juliana Guerra is registered as an investment adviser representative in CA and TX (CRD 8063894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dean Roland Russell Family Wealth Management manage?
Dean Roland Russell Family Wealth Management reports $351.2M across 555 accounts in assets under management.
How do I contact Juliana Guerra?
Through Juliana's website, www.drrwealth.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
- Dean Roland Russell Family Wealth Management 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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