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Harvis Astorga is a registered investment advisor at Guerra Wealth Advisors, based in Miami, FL, with 13 years of industry experience. Harvis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,007 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
3,007 clients
Average Client Portfolio
$135K average
Assets Under Management
$406.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable based on client complexity, portfolio style, and total assets. All accounts are managed in a wrap fee program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173
Get directionsHistory
Regulatory History (1)
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Financial
October 2025Pending
Employment History
Current Registrations
Guerra Wealth Advisors
September 2026 - Present · 1 mo
Previous Registrations
Mariner
July 2026 - August 2026 · 1 mo
Guerra Wealth Advisors
January 2025 - May 2026 · 1 yr 4 mos
MML Investors Services, LLCBroker
March 2024 - June 2024 · 3 mos
Morgan Stanley
May 2021 - January 2022 · 8 mos
Morgan StanleyBroker
May 2021 - January 2022 · 8 mos
Citigroup Global Markets INC.
August 2013 - April 2021 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2013 - April 2021 · 7 yrs 8 mos
Strategic Advisers, INC.
October 2012 - August 2013 · 10 mos
Fidelity Brokerage Services LLCBroker
August 2011 - August 2013 · 2 yrs
Chase Investment Services CORP.Broker
June 2010 - April 2011 · 10 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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