Guerra Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly rate of $500 will be applied for this calculation and is specified in your executed Financial Planning Agreement.”

Flat or project fee

$500

“Fixed fees start at $500 and may be more depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guerra Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Agreement.”
• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”

How Guerra Wealth Advisors’ fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 10 of the 13 other planners in Miami that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 14 other planners in Miami that publish a flat or project fee charge less.

About Guerra Wealth Advisors

• Firm size: 12 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

2,951

Employees

12

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$406,224,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282409

Website

guerrawealth.com (opens in new tab)

Phone

(305) 448-1011

Can advise clients in 11 states: California, Colorado, Florida, Georgia, Louisiana, North Carolina, New Hampshire, New Jersey, New York, Tennessee, Texas

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

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