Gutierrez Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$329,326,452
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
132
52% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
33
Average account size
$2,494,897
About
Gutierrez Wealth Advisory provides financial planning, investment management, and investment consulting to individuals (including high‑net‑worth clients), qualified retirement plans, trusts and estates, charitable organizations, and business entities. Services range from stand‑alone financial plans to comprehensive wealth management engagements and retirement plan consulting provided in an ERISA fiduciary capacity, and the firm also offers optional advice and transactional assistance for digital assets through Fidelity Digital Asset Services.
The firm’s investment process begins with a strategic asset allocation tailored to each client’s risk profile and objectives, typically implemented with ETFs, mutual funds and third‑party independent managers, while retaining the ability to use alternatives, structured products, REITs, and, in limited circumstances, individual securities and options. Gutierrez Wealth accepts both discretionary and non‑discretionary mandates, monitors Independent Managers on an ongoing basis, and reviews client portfolios at least annually to consider rebalancing and other adjustments.
The brochure discloses several features that distinguish the firm from many peers: a written client‑referral arrangement with SmartAsset, relationships with Fidelity (including institutional custody and ancillary support) and Fidelity Digital for digital‑asset services, and supervised persons who are registered representatives of Purshe Kaplan Sterling and licensed insurance agents who may receive commission‑based compensation. The firm also indicates it uses client testimonials in its advertising, a practice that is relatively uncommon among similar team firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Cash flow / budgeting
Debt management
Charitable giving & philanthropy
Fee options
Fixed fees for financial planning services; fees negotiable, up to $30,000 per year
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.20%
Separate commission-based arrangement for securities brokerage services by certain supervised persons registered with PKS
Account minimum: $5,000 annual fee minimum (waivable) Minimum fee: Minimum annual fee of $5,000, which can be waived at the firm's discretion Fee-only: Fixed fees for financial planning up to $30,000 per year (negotiable)
Main office location
Gutierrez Wealth Advisory, LLC
10801 Executive Center Dr., Ste. 103
Little Rock AR 72211, United States
Number of offices
1
Most active in
Gutierrez Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
LinkedIn
Facebook
Instagram
Website
(501) 451-6900
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