Gutierrez Wealth Advisory, LLC

Gutierrez Wealth Advisory, LLC, established in October 2022, is an investment adviser offering financial planning, investment management, and consulting services. The firm primarily manages client investment portfolios on a discretionary basis, with the authority to invest in various securities, including ETFs, mutual funds, and alternative investments. Gutierrez Wealth tailors its services to meet individual client needs, providing financial planning services such as retirement income planning, debt management, and tax planning. Clients have the discretion to engage the firm for additional services and are not obligated to act upon recommendations. The firm also offers investment consulting services for qualified employee benefit plans under ERISA. Gutierrez Wealth charges fixed fees for financial planning services and asset-based fees for investment management services, with management fees up to 1.25% of assets under management per year. The firm may receive economic benefits from its custodian, Fidelity, including research products and services. Gutierrez Wealth does not vote proxies on behalf of clients and does not engage in directed brokerage. Clients have the option to grant the firm discretion over their accounts, allowing for the selection and execution of securities transactions without prior consent. The firm does not vote proxies on behalf of clients and does not engage in directed brokerage. Gutierrez Wealth does not have any disciplinary information or financial impairments that would affect its ability to meet contractual commitments.