Firm
Guerra Wealth Advisors
Miami, Florida
Fee-only
Guerra Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 17 advisors are listed here.
- Its Form ADV reports 12 employees and 2,951 individual clients, 507 of them high net worth.
- Its average account is about $135,000 (assets it manages divided by its 3,007 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Miami, Florida |
|---|---|
| Website | guerrawealth.com |
| Phone | (305) 448-1011 |
Guerra Wealth Advisors fees
Guerra Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $406 million |
| Individual clients | 2,444 |
| High-net-worth clients | 507 |
| Accounts managed | 3,007 |
| Employees | 12 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-128924) |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 282409 |