Hermosa Capital Management, LLC fees and pricing

Financial planner in Hermosa Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 1, 2026, Hermosa Capital Management, LLC charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “The typical hourly fee ranges from $200 to $500, based on the associate providing the service.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our fees are prorated if the investment advisory relationship commences other than at the beginning of a calendar period.”
“Adjustments for contributions in excess of $25,000 to a client’s portfolio are prorated for the quarter in which the change occurs; no adjustments are made for withdrawals.”
“Such fees are billed by invoice to the client and are due and payable within 15 days of receipt of the invoice.”

Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
4 of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 142382
Phone: (310) 341-4321

Is something on this page wrong or out of date?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.