Robert Guerra
Guerra Pan Advisors · Montclair, New Jersey
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.
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Specialties
Facts
| Firm | Guerra Pan Advisors |
|---|---|
| Based in | Montclair, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $210.4M across 298 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 4419498 |
| Exams passed | Series 63 (2001) · Series 65 (2001) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | guerrapanadvisors.com |
How Robert's firm compares
- Guerra Pan Advisors's average account is about $706,000, from its Form ADV (assets managed divided by 298 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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 Pan 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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