Juarez, Andreas
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,700
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Midwest Guidance LLC is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. While many firms in its investment-manager category primarily serve pooled or institutional assets, this firm accepts individual (including non-high-net-worth) clients and does not state a formal account minimum.
The firm describes a value-oriented investment philosophy focused on identifying undervalued opportunities through fundamental analysis and may use ETFs, mutual funds, individual equities, and fixed-income securities. Accounts are managed on a discretionary basis, reviewed at least quarterly or when client objectives change, and custody is maintained with third-party custodians (the brochure notes Altruist as the primary recommended custodian).
Noteworthy aspects include the firm’s recent formation and relatively small asset base (under $25 million) and that the principal also operates a separate tax-preparation business, with the brochure stating there are no referral arrangements between the two entities. The firm also emphasizes conflict controls such as a written Code of Ethics, no performance-based fees, no third-party compensation, and a policy that the principal may hold the same securities recommended to clients but will not trade ahead of client transactions.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
0.75% annually, billed quarterly in arrears
Main office location
Juarez, Andreas
Perrysburg OH, United States
Number of offices
1
Most active in
Juarez, Andreas has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")