Fee-only adviser · Hermosa Beach, CA
Hermosa Wealth Management
Hermosa Wealth Management is a fee-only investment adviser registered with the securities regulator of California, with its main office in Hermosa Beach, California. On its latest Form ADV, filed October 8, 2026, it reports $29M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 310771 |
| Office | 2447 Pacific Coast Highway 2nd Floor Hermosa Beach, CA 90254 |
| Phone | (310) 870-8400 |
| Website | www.hermosawealth.com |
| Regulatory assets under management | $29M |
| Individual clients | 38 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Hermosa Beach
- Hermosa Advisors Not reported
- Axis Capital Management, LLC $16M
- Northwoods Financial Partners LLC $705K
- Cove Street Capital, LLC $94M
- Munifi, LLC $198K
See all 6 fee-only advisers in Hermosa Beach →
Nearby
- Manhattan Beach 16 firms
- Redondo Beach 4 firms
- Torrance 15 firms
- El Segundo 18 firms
- Palos Verdes Estates 2 firms
- Rolling Hills 1 firm
- Rolling Hills Estates 6 firms
- Marina Del Rey 6 firms
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