# Robert Guerra

> Robert Guerra is a fee-only financial advisor at Guerra Pan Advisors in Montclair, New Jersey. Robert focuses on retirement planning, estate & legacy planning and sustainable & impact investing. Guerra Pan Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-guerra/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Guerra Pan Advisors
- **Based in:** Montclair, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $210.4M across 298 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 4419498 (https://adviserinfo.sec.gov/individual/summary/4419498)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 63 (2001), Series 65 (2001), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://guerrapanadvisors.com

## Frequently asked questions

### Is Robert Guerra a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Guerra Pan Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Guerra Pan Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Guerra based?

Robert Guerra is based in Montclair, New Jersey.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning and sustainable & impact investing.

### Is Robert Guerra registered with the SEC?

Yes. Robert Guerra is registered as an investment adviser representative in NJ and NY (CRD 4419498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Guerra Pan Advisors manage?

Guerra Pan Advisors reports $210.4M across 298 accounts in assets under management.

### How do I contact Robert Guerra?

Through Robert's website, guerrapanadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4419498): 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://guerrapanadvisors.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.