Mateo Alzate
Guerra Wealth Advisors · Miami, Florida
Mateo Alzate is a fee-only financial advisor at Guerra Wealth Advisors in Miami, Florida. Mateo 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.
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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 7560137 |
| Exams passed | Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | guerrawealth.com |
How Mateo's firm compares
- Guerra Wealth Advisors's average account is about $135,000, from its Form ADV (assets managed divided by 3,007 accounts).
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Questions about Mateo
Is Mateo Alzate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mateo 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 Mateo charge for financial advice?
Mateo's firm, Guerra Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mateo Alzate based?
Mateo Alzate is based in Miami, Florida.
What does Mateo specialize in?
Mateo's specialties include retirement planning, tax planning and estate & legacy planning.
Is Mateo Alzate registered with the SEC?
Yes. Mateo Alzate is registered as an investment adviser representative in FL (CRD 7560137), 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 Mateo Alzate?
Through Mateo'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.
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