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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
About Guerra Wealth Advisors
Guerra Wealth Advisors is a Miami-based RIA focused on helping families and retirees prepare for retirement through a structured 5-step planning process. The team delivers financial planning, tax-aware retirement income and legacy/insurance guidance, and portfolio management using public funds and ETFs, with relationships at Schwab and Fidelity/NFS. The Guerra brothers also authored “The Retirement Ready Story,” reflecting deep South Florida community roots.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FABIAN ALEXANDER GUERRA
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
SEBASTIAN C. GUERRA
Investment Advisor, President
- CRD
- #5617591
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Mateo Alzate
Senior Wealth Advisor
- CRD
- #7560137
Mark Allen Barefield
Wealth Advisor
- CRD
- #6481913
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,224,000 | $135,093 |
| Non-Discretionary | $0 | -- |
| Total | $406,224,000 | $135,093 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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