Guerra Wealth Advisors
Guerra Wealth Advisors is an independent, SEC-registered fiduciary RIA headquartered in Miami that delivers retirement income, tax, investment, asset protection, and estate planning to 3,000+ mass-affluent pre-retiree and retiree households across all 50 U.S. states, managing $600M+ in assets.
- Company typePrivate
- Founded1986
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Guerra Wealth Advisors does
Guerra Wealth Advisors is a privately held, independent registered investment advisory firm headquartered in Miami, Florida, that provides comprehensive retirement and wealth planning services to mass-affluent individuals, primarily pre-retirees and retirees aged 55+ with household income of $75,000+ and emergency savings of $25,000+. Founded by Mauro Guerra in 1986 (originally as Mauro Guerra Financial Network, later rebranded to Guerra Financial Group in 2012 and to Guerra Wealth Advisors in 2024), the firm operates as a multi-generational family business with sons Fabian Guerra (CEO) and Sebastian Guerra (President) as managing partners. The firm serves 3,000+ clients across all 50 U.S. states and manages $600M+ between investment portfolios and insurance accounts as of 2022.
The firm delivers services through a proprietary five-phase methodology called the GuerraFreedom Plan, covering retirement income planning, investment management, tax minimization, asset protection, and estate/legacy planning. Active portfolio management with biweekly tactical rebalancing is the core investment process, supplemented by specialized tools including a proprietary Florida Retirement System (FRS) Calculator. The technology stack is composed of standard third-party SaaS integrations — Fidelity Investments as custodian, DocuSign for e-signature, Calendly for appointment scheduling, and ShareFile for secure document exchange — rather than proprietary platforms. The firm employs 30-35+ staff including 10+ licensed wealth advisors supported by dedicated New Relations, New Business, Wealth Management, Operations, and Marketing departments.
Guerra Wealth Advisors generates revenue through three streams: (1) recurring AUM-based advisory fees calculated as an annual percentage of assets and deducted monthly from client accounts; (2) insurance commissions earned through individually licensed agents at Guerra Advisory Services; and (3) securities revenue through the FINRA-registered broker-dealer entity Guerra Advisors, Inc. The firm is SEC-registered (RIA ID 282409) and operates as a fiduciary. Go-to-market is event-driven and community-led: the firm hosts 100+ events annually (dinner seminars, workshops, client social events), distributes educational content across blogs, newsletters, radio, and Spanish-language media (Univision, Telemundo, AmericaTV), and converts prospects through the Guerra Ambassador Club referral program. The firm has no external institutional investment or PE backing.
Guerra Wealth Advisors firmographics
Firmographics- Name
- Guerra Wealth Advisors
- Legal name
- Guerra Advisors, Inc.
- Website
- https://guerrawealth.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Guerra Wealth Advisors is an independent, SEC-registered fiduciary RIA headquartered in Miami that delivers retirement income, tax, investment, asset protection, and estate planning to 3,000+ mass-affluent pre-retiree and retiree households across all 50 U.S. states, managing $600M+ in assets.
- Ownership category
- akta.pro rank
Guerra Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Guerra Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Guerra Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Fees calculated as an annual percentage of assets managed. Fee is paid monthly and automatically deducted from client accounts. Fee structure aligns advisor incentives with client performance.
- Insurance Products and Services: Insurance products and services offered and sold through Guerra Advisory Services by individually licensed and appointed agents
- Securities: Securities offered separately through Guerra Advisors, Inc., a registered FINRA member and SIPC entity
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Assets Under Management Fee Structure |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Guerra Wealth Advisors product offering
Product offeringCore offering
Guerra Wealth Advisors is an independent fiduciary financial advisory firm that delivers comprehensive wealth management through its proprietary five-step GuerraFreedom Plan covering retirement planning, investment management, tax planning, asset protection, and estate planning. The firm manages $600M+ for 3,000+ clients across all 50 states, with all client accounts custodied at Fidelity Investments. It also offers a Financial Wellness Program for employers, personal financial coaching, an FRS Calculator for Florida Retirement System members, and educational events and resources.
Product overview
Guerra Wealth Advisors is a financial advisory firm offering a unified suite of financial planning services organized around the GuerraFreedom Plan—a five-step process covering Retirement Planning, Investment Management, Tax Planning, Asset Protection, and Estate Planning. The firm also provides supplementary educational resources including the Retirement Ready Guide, Tax Planning Checklist, Estate Planning Guide, and The Retirement Ready Story book, along with an FRS Calculator tool for Florida Retirement System members. Additional offerings include a Financial Wellness Program for employers, Personal Financial Coaching, and the Guerra Ambassador Club referral program. The firm operates as a division of Guerra Advisors, Inc., a registered investment adviser with SEC and FINRA registration.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- $600M+ assets under management
- +3 more outcomes
Companies that use Guerra Wealth Advisors
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
Guerra Wealth Advisors technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature3 records
Guerra Wealth Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Advisor's ExcelcoreWorks with Advisor's Excel, a company that works with the top 500 advisors in the nation. They assist with compliance and operations, helping Guerra operate as if they were a company with 250 employees. Advisor's Excel is responsible for keeping the firm up to date with laws and regulations in the financial services industry.
- Fidelity InvestmentscoreAll client accounts are custodied at Fidelity Investments, one of the largest wealth management firms in the country. Clients have full access to their funds through Fidelity's mobile app and online platform with comprehensive account views and transaction history.
- Florida International University (FIU)minorPartnership indicated through FIU Partnership Announcement Graphics displayed on the firm's website, suggesting educational or community collaboration.
- St. Jude Children's Research HospitalminorCharitable partnership where Guerra Wealth Advisors donates $50 to St. Jude for every family referred that meets with the firm. Ambassador club members have access to the annual St. Jude Charity Event. Over $30,000 has been raised collectively.
Scale indicators11 records
Recent moves11 records
Expansion highlights5 records
Guerra Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Very large, fee-based active asset manager serving high-net-worth and institutional clients; comparable through its active management emphasis and AUM-based fee model, though dramatically larger and more institutional in mix.
- Cetera Financial Group: Large hybrid advisor/BD platform serving independent RIAs with compliance, technology, and brokerage infrastructure; comparable to Guerra's FINRA/SEC multi-entity structure and overlapping in mass-affluent client focus.
- Edelman Financial Engines: Large national RIA combining advisor-led planning with workplace financial wellness programs; competes for similar mass-affluent and employer-sponsored-plan relationships but at materially larger scale.
Direct peers
- Savant Wealth Management: Mid-sized independent RIA delivering comprehensive financial planning, tax, and investment management to mass-affluent households; strong service-mix match for Guerra's similar size and integrated planning model.
- Buckingham Strategic Wealth: Mid-sized, fee-only RIA with a comprehensive financial planning model similar in structure and philosophy to Guerra Wealth Advisors; a strong model-comparable peer for an independent RIA of Guerra's scale.
- Carson Group: RIA partnership platform providing compliance, technology, and operational back-office support to mid-sized advisory firms — directly comparable to Guerra's relationship with Advisor's Excel, and competes for similar advisor-recruitment funnel.
- Mariner Wealth Advisors: Growing national RIA combining comprehensive planning, investment management, and tax services with an advisor-partnership model; comparable to Guerra in service mix and target client (mass-affluent / pre-retirees) but at meaningfully larger AUM scale.
- Creative Planning: Large national independent RIA offering comprehensive financial planning, tax, estate, and investment management — directly comparable in service breadth to Guerra's GuerraFreedom Plan, though materially larger in scale.
Others
- Focus Financial Partners: RIA aggregator and partnership platform that acquires and supports mid-sized independent advisory firms; relevant as a potential acquirer/partner for a firm at Guerra's scale and as a comparable distribution platform to Advisor's Excel.
Regional players
- Halbert Hargrove: Long-standing, family-influenced independent RIA with comparable AUM scale and similarly strong client-retention orientation; useful as a regional peer benchmark for a Florida-anchored mid-sized advisory firm.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Guerra Wealth Advisors social profiles
Digital presenceGuerra Wealth Advisors compliance and trust
Trust signalCompliance3 records
Guerra Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Guerra Wealth Advisors leadership team
Management profileNumber of profiles
Profiles16 records
Guerra Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Guerra Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Guerra Wealth Advisors
What does Guerra Wealth Advisors do?
Guerra Wealth Advisors is an independent fiduciary financial advisory firm that delivers comprehensive wealth management through its proprietary five-step GuerraFreedom Plan covering retirement planning, investment management, tax planning, asset protection, and estate planning. The firm manages $600M+ for 3,000+ clients across all 50 states, with all client accounts custodied at Fidelity Investments. It also offers a Financial Wellness Program for employers, personal financial coaching, an FRS Calculator for Florida Retirement System members, and educational events and resources.
Is Guerra Wealth Advisors a public or private company?
Guerra Wealth Advisors is a private company. It is classified as family owned and is currently operating.
When was Guerra Wealth Advisors founded?
Guerra Wealth Advisors was founded in 1986. It employs 11 to 50 people.
Where is Guerra Wealth Advisors based?
Guerra Wealth Advisors is headquartered in Miami, United States, in the North America region.
How does Guerra Wealth Advisors make money?
Three revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are insurance Products and Services and securities.
Who are Guerra Wealth Advisors's main competitors?
Broad incumbents on record are Fisher Investments, Cetera Financial Group and Edelman Financial Engines. Direct peers are Savant Wealth Management, Buckingham Strategic Wealth, Carson Group, Mariner Wealth Advisors and Creative Planning. Focus Financial Partners is listed as an others. Halbert Hargrove is listed as a regional player.
Does Guerra Wealth Advisors have an API?
No public API is recorded for Guerra Wealth Advisors.
What industry is Guerra Wealth Advisors in?
Guerra Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.