Firm
Guerra Pan Advisors
Montclair, New Jersey
Fee-only
Guerra Pan Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 85 individual clients, 48 of them high net worth.
- Its average account is about $706,000 (assets it manages divided by its 298 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Montclair, New Jersey |
|---|---|
| Website | guerrapanadvisors.com |
| [email protected] | |
| Phone | (917) 599-9596 |
Guerra Pan Advisors fees
Guerra Pan Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $210 million |
| Individual clients | 37 |
| High-net-worth clients | 48 |
| Accounts managed | 298 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-120767) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 313489 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- H&s Tax and Wealth Advisors · Red Bank
- Haddon Wealth Management · Haddonfield
- Halberstadt Financial Consultants, Inc. · Princeton
- HappyRich Capital · Monroe Township
- Heritage Financial Counselors · Bedminster
- HFM Investment Advisors · Glassboro
- Highland Financial Advisors, LLC · Wayne
- Hill and Labarre Wealth Management · Williamstown