Guerra Financial Group

What Guerra Financial Group does

Guerra Financial Group, operating through its DBA Guerra Wealth Advisors, is a Miami-based independent fiduciary financial advisory firm and division of Guerra Advisors, Inc. The firm serves thousands of affluent individuals and families across South Florida with a primary focus on retirement readiness, wealth preservation, and multi-generational legacy planning. Founded in 1986 by Mauro Guerra and now led by his sons Sebastian and Fabian Guerra, the firm manages $600M+ in assets under management and operates with a team of 11-50 employees from its headquarters at 6401 SW 87th Ave., Suite 119, Miami, FL.

The firm's core service offering is the GuerraFreedom Plan, a proprietary 5-step financial planning process that integrates portfolio management, retirement income planning, tax optimization, estate and legacy planning, and insurance and asset protection. Supporting offerings include Personal Financial Coaching and a Financial Wellness Program. The firm does not operate a proprietary technology platform and instead relies on industry-standard investment and insurance product infrastructure. Its educational content ecosystem includes a Retirement Ready Book authored by the principals, an FRS Calculator, and downloadable Retirement Ready, Tax Planning, and Estate Planning guides, all of which function as lead-generation and brand authority assets.

The business model is built on three revenue streams: SEC-registered investment advisory fees on assets under management (recurring, subscription-style), insurance product commissions earned through licensed agents at Guerra Advisory Services, and securities transaction fees via FINRA-member Guerra Advisors, Inc. Go-to-market is sales-led and relationship-based, with no public pricing. The firm acquires clients through content marketing (blog, newsletter, downloadable guides), educational events and webinars, organic search targeting Miami retirement-planning keywords, and direct outreach via phone, email, and Calendly-scheduled appointments. The firm is SEC-registered as an RIA, a FINRA member, SIPC-covered, and BBB accredited.

Name

Guerra Financial Group

Legal name

Guerra Advisors, Inc.

Website

https://guerrafinancial.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Guerra Financial Group, operating as Guerra Wealth Advisors, is a Miami-based independent fiduciary financial advisory firm managing $600M+ in assets for thousands of affluent South Florida families, offering retirement, tax, estate, and portfolio planning through its proprietary GuerraFreedom Plan.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Retirement planning services
• Wealth management advisory
• Portfolio management services
• Estate planning advisory
• Tax planning services

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: The firm generates revenue through SEC-registered investment advisory services offered via Guerra Wealth Advisors, charging fees for portfolio management and financial planning. The firm operates as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission.
2. Insurance Products and Services: Insurance products and services are offered and sold through Guerra Advisory Services by individually licensed and appointed agents, providing another revenue stream for the firm.
3. Securities Transactions: Securities are offered separately through Guerra Advisors, Inc., a registered FINRA member and SIPC entity, generating revenue from securities transactions and related advisory fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Guerra Financial Group, through its Guerra Wealth Advisors division, delivers personalized financial planning and wealth management services to affluent individuals and families in South Florida. Its core offering is the GuerraFreedom Plan, a proprietary 5-step process integrating portfolio management, retirement planning, tax minimization, estate and legacy planning, and insurance/asset protection, supported by personal financial coaching and a financial wellness program, with the firm managing $600M+ in assets under management.

Product overview

Guerra Wealth Advisors is a division of Guerra Advisors, Inc., operating as a unified financial advisory platform offering comprehensive wealth management services. The core offering is the GuerraFreedom Plan, a proprietary 5-step financial planning process that integrates portfolio management, retirement planning, tax planning, estate planning, and insurance protection. The firm provides additional add-on services including Personal Financial Coaching and a Financial Wellness Program. Supporting content resources include the Retirement Ready Book, FRS Calculator, Retirement Ready Guide, Tax Planning Checklist, and Estate Planning Guide. The platform manages $600M+ in assets with nearly 40 years of combined experience serving thousands of South Florida clients.

Differentiator

Problem solved

Functional benefit

Brands

• GuerraFreedom Plan: A 5-step financial planning process designed to help families retire by ensuring their financial strategy aligns with their goals, needs and values.

Products and services

• Financial Services / Financial Planning Comprehensive financial advisory services encompassing planning, management, and strategy development for individuals and families in South Florida.
• Portfolio Management Investment portfolio management services focused on asset allocation, diversification, and performance optimization for client households.
• Retirement Planning Strategies to help clients achieve retirement readiness, including income planning and retirement account optimization.
• Tax Planning Tax minimization strategies integrated with overall financial planning to maximize after-tax wealth accumulation for clients.
• Estate and Legacy Planning Planning services focused on wealth transfer, legacy creation, and ensuring client intentions are fulfilled across generations.
• Insurance and Asset Protection Planning Risk management through appropriate insurance products and asset protection strategies, sold through individually licensed and appointed agents at Guerra Advisory Services.
• Personal Financial Coaching One-on-one coaching service to help clients understand and manage their personal finances effectively.
• Financial Wellness Program Structured program designed to improve overall financial health and literacy of clients.
• GuerraFreedom Plan Proprietary 5-step financial planning process designed to help families retire with confidence by aligning financial strategies with individual goals, needs, and values.
• Securities and Brokerage Services Securities transactions offered through Guerra Advisors, Inc., a registered FINRA member and SIPC entity, generating revenue from securities transactions and related advisory fees.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Florida International University (FIU)minorStrategic or Co-development PartnerGuerra Wealth Advisors has established a partnership with Florida International University, as evidenced by the FIU Partnership Announcement Graphics featured on their website. The partnership appears focused on community engagement and educational initiatives connecting the firm with the university community.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edward Jones: National financial services firm with a large branch-based advisor network focused on retirement planning and wealth management for individuals and families. Comparable to Guerra in serving middle-market to affluent households seeking face-to-face retirement advice.
• Ameriprise Financial: Large diversified financial services firm offering wealth management, advisory, retirement planning, and insurance through thousands of advisors. Comparable to Guerra as a broad incumbent serving affluent and HNW households with comprehensive financial planning.
• Charles Schwab Wealth Advisory: Schwab's fee-based wealth advisory service combining dedicated advisors with the firm's investment platform. Comparable as a broad incumbent offering integrated planning and portfolio management at scale.
• Fisher Investments: Large independent investment management firm focused on discretionary portfolio management for high-net-worth individuals and institutions. Comparable to Guerra as a large independent advisory competitor serving HNW clients.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel delivering wealth management, retirement, and estate planning. Comparable as a broad incumbent offering integrated advisory services through affiliated financial advisors.
• Merrill Lynch Wealth Management: Bank of America's wealth management arm offering investment advisory, retirement, and estate planning to affluent and HNW clients through a large advisor network. Comparable as a broad incumbent with comprehensive financial planning services.

Direct peers

• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, tax, estate, and retirement planning to affluent households nationwide. Directly comparable to Guerra as an independent fiduciary RIA competing for the same mass-affluent to HNW client segment.
• Carson Group: RIA consolidator and advisor support platform serving independent financial advisors with practice management, marketing, and back-office services. Directly comparable to Guerra as an independent RIA peer targeting similar mass-affluent and HNW client segments.

Emerging players

• Facet Wealth: Digital-first flat-fee financial planning firm serving affluent households with remote CFP-led advice. Comparable as an emerging player competing for the same retirement-planning clients with a tech-enabled, lower-cost model.
• Vanguard Personal Advisor Services: Hybrid robo-advisor offering automated portfolios combined with human advisor access at low fees. Comparable as an emerging player that competes for the same mass-affluent retirement-planning clients with a more digital, lower-fee model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/guerra-financial-group

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Guerra Financial Group