MMBG Investment Advisors Co. fees and pricing
Financial planner in Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, MMBG Investment Advisors Co. charges a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$20,000
“The Firm may also provide certain specified services, such as the financial planning services, for a fixed, non- asset-based fee, which typically ranges from $1,000 to $20,000 depending on a variety of factors.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MMBG Investment Advisors Co. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The asset-based fees typically are paid monthly in arrears, while the fixed, non-asset-based fees are paid as one-time fees typically due at the time of such services.”
- “Performance-based fees, if any, are calculated annually and paid in arrears.”
How MMBG Investment Advisors Co.’s fees compare
- Its flat or project fee of $1,000-$20,000 spans the Florida median of $4,900. 80% of the 320 other Florida planners that publish a flat or project fee charge less.
- 10 of the 14 other planners in Miami that publish a flat or project fee charge less.
About MMBG Investment Advisors Co.
“The Firm also provides, in certain cases, limited financial planning services.”
- Principal: Bernardo Guerra
- Firm size: 14 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 137
- Employees
- 14
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $2,983,709,180
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285263
- Phone
- (305) 374-0704
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.