Francisco Guerra
Francisco Guerra is a CFP-designated registered investment advisor at Solano Wealth Advisors, based in Fairfield, CA, with 9 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 456 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solano Wealth Advisors manages investments through wrap fee accounts. More information on pricing can be found in Item 4 of the Wrap Fee Brochure, which is not included in this document. Therefore, I am unable to provide a summary of investment management fees.
Location
1300 Oliver Road, Suite 210, Fairfield, CA, 94534
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Regulatory History (1)
Financial
May 2019Other Business Activities
Francisco is a notary since 2017. He also provides investment advisory services to Solano Wealth Investment Advisors, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Solano Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Solano Wealth Management, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations16 states
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.