# Max Paez

> Max Paez is a fee-only financial advisor at Guerra Wealth Advisors in Miami, Florida. Max 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/max-paez/
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:** 8283786 (https://adviserinfo.sec.gov/individual/summary/8283786)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://guerrawealth.com/

## Frequently asked questions

### Is Max Paez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Max 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 Max charge for financial advice?

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

### Where is Max Paez based?

Max Paez is based in Miami, Florida.

### What does Max specialize in?

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

### Is Max Paez registered with the SEC?

Yes. Max Paez is registered as an investment adviser representative in FL (CRD 8283786), 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 Max Paez?

Through Max's website, guerrawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8283786): 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.