Hermosa Advisors fees and pricing
Financial planner in Hermosa Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Hermosa Advisors charges a flat or project fee of $3,000-$8,000 and an annual fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$8,000
“Though negotiable, our price for a financial plan ranges from $3000 to $8000.”
- Annual fee
- $2,000-$5,000/yr
“Based on the complexity of the engagement, we will charge at the annualized rate of $2000 to $5000 annually, with payment to be collected monthly or quarterly in arrears as mutually agreed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hermosa Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable depending on individual client circumstances, as well as the nature, complexity, and time involved in providing the client with the requested services.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “Ongoing Advisement Upon completion of their “Broad-Based Financial Plan,” clients may wish to remain engaged with our firm so that we are available for any financial questions, continued execution of plan components, advice on portfolio rebalancing, etc.”
How Hermosa Advisors’ fees compare
- Its flat or project fee of $3,000-$8,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.
- Its annual fee of $2,000-$5,000 is below the California median of $6,250. 26% of the 224 other California planners that publish an annual fee charge less.
- None of the 3 other planners in Hermosa Beach that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Hermosa Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 16
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306330
- Phone
- (310) 683-8553
Other planners in Hermosa Beach that publish fees
- Axis Capital Management, LLCHermosa Beach$250/hr, $5,000-$10,000
- Glenmore Financial, Inc, LifesightedHermosa Beach$150-$350/hr, $495-$995
- Hermosa Capital Management, LLCHermosa Beach$200-$500/hr
- Hermosa Wealth ManagementHermosa Beach$250/hr
- New Wave Financial ServicesHermosa Beach$400/hr, $899
- Northwoods Financial Partners LLCHermosa Beach$2,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.