Guerra Advisory Services

Guerra Advisory Services, also known as Guerra Wealth Advisors, is a Registered Investment Advisor specializing in personalized financial, insurance, retirement planning, and investment management services. Founded in 2016, the firm caters to individuals, pension and profit sharing plans, non-profits, and small businesses. They focus on retirement planning, offering comprehensive financial strategies to maximize retirement readiness. The firm manages $260 million in discretionary assets under management as of January 2025. For investment management services, clients can choose between fee-based management by GAS or referrals to Turnkey Asset Management Programs (TAMPs) with AE Wealth Management, LLC. GAS tailors investment recommendations based on each client's financial condition, goals, objectives, and risk tolerance. Clients can grant GAS discretionary or non-discretionary trading authority, with the firm using strategic asset allocation and a core-satellite approach for investment strategies. GAS charges fees based on a percentage of assets under management, with rates ranging from 0.75% to 1.75%. The firm offers financial planning services on an hourly or fixed fee basis, with fees determined by factors such as income or complexity. GAS does not charge performance-based fees and does not have any disciplinary events related to past or present investment clients. The firm does not vote proxies on client securities and does not have custody of client assets.