A complete list of active advisors currently associated with Guerra Wealth Advisors

Warmer can help you find a great advisor at Guerra Wealth Advisors or one who fits your needs even better.

Guerra Wealth Advisors is an SEC‑registered adviser that serves individuals, trusts, and small to mid‑sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm also advises on held‑away assets such as employer retirement plans, annuities, and variable life insurance, and provides written financial plans under separate agreements. The firm’s investment approach emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds while de‑prioritizing individual security selection; accounts are monitored and rebalanced on a schedule tied to each client’s time horizon and objectives. Guerra makes use of a platform provider and third‑party model managers for portfolio construction, reporting, and back‑office functions, and delivers its advisory services through a wrap fee program that bundles execution, custody, and reporting. Guerra’s size and business mix are notable: it reports about $406.2 million in discretionary AUM across 11 advisors and roughly 2,951 clients—implying an unusually high client load per advisor (about 270 clients per advisor). The firm is affiliated with an insurance agency and related tax services; some registered personnel spend a substantial portion of their time on insurance activities and those activities account for a significant portion of ongoing revenue, a structure the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Guerra Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.