A complete list of active advisors currently associated with Gutierrez Wealth Advisory, LLC

Warmer can help you find a great advisor at Gutierrez Wealth Advisory, LLC or one who fits your needs even better.

Gutierrez Wealth Advisory provides financial planning, investment management, and investment consulting to individuals (including high‑net‑worth clients), qualified retirement plans, trusts and estates, charitable organizations, and business entities. Services range from stand‑alone financial plans to comprehensive wealth management engagements and retirement plan consulting provided in an ERISA fiduciary capacity, and the firm also offers optional advice and transactional assistance for digital assets through Fidelity Digital Asset Services. The firm’s investment process begins with a strategic asset allocation tailored to each client’s risk profile and objectives, typically implemented with ETFs, mutual funds and third‑party independent managers, while retaining the ability to use alternatives, structured products, REITs, and, in limited circumstances, individual securities and options. Gutierrez Wealth accepts both discretionary and non‑discretionary mandates, monitors Independent Managers on an ongoing basis, and reviews client portfolios at least annually to consider rebalancing and other adjustments. The brochure discloses several features that distinguish the firm from many peers: a written client‑referral arrangement with SmartAsset, relationships with Fidelity (including institutional custody and ancillary support) and Fidelity Digital for digital‑asset services, and supervised persons who are registered representatives of Purshe Kaplan Sterling and licensed insurance agents who may receive commission‑based compensation. The firm also indicates it uses client testimonials in its advertising, a practice that is relatively uncommon among similar team firms.

To learn more about the advisors currently working at Gutierrez Wealth Advisory, LLC, 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.