Fiduciary Standards

We are proud to be a full-service financial advisory firm focusing on all areas of wealth management for families: Retirement Income Planning, Investment Management, Tax Planning, Healthcare Protection and Estate Planning.

Fiduciary Definition

"An advisor who puts a client's best interest before their own."

Guerra Advisors, Inc.

Registered Investment Advisory Firm

As a Registered Investment Advisory Firm (RIA), Guerra Advisors, Inc. is held at a fiduciary standard with Sebastian Guerra, managing partner of Guerra Financial Group, as the primary Investment Advisor Representative (IAR).


Approximately only 6% of Financial Advisors in the United States are considered Fiduciary Advisors.

The Investment Advisors Act of 1940 was created to monitor and regulate the activities of investment advisors which is now regulated by the SEC (Securities and Exchange Commissions). The advisor, as a fiduciary, owes the client a duty of loyalty, which means they must act in the best interest of the client.

Guerra Advisors, Inc.

Registered Insurance Agency

On top of being an RIA, we established Guerra Advisors, Inc., a premier South Florida Insurance Agency. It was established as an agency in 2015 and is regulated by the State of Florida with Fabian Guerra, managing partner of Guerra Financial Group, as its primary agent.

Our Agency primarily offers Cash Value Insurance and Annuities but also provides Fixed/Variable Annuities, Health and Accident-Related Insurance Policies.