Hermosa Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated May 21, 2026, Hermosa Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour billed either 50% in advance with the balance due upon plan delivery or billed in equal monthly installments in advance over 12 months.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
None of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 58
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $28,937,111
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310771
Website: twitter.com/hermosawealth (opens in new tab)
Phone: (310) 870-8400

Can advise clients in 2 states: California, Indiana

Is something on this page wrong or out of date?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