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Hermosa Advisors
Hermosa Advisors provides customized and detailed financial advice across all assets through advice-only financial planning free from commissions, asset...
Overview
Hermosa Advisors provides customized and detailed financial advice across all assets through advice-only financial planning free from commissions, asset management requirements, or high-fee investment funds. The firm operates as a fiduciary, does not sell investment products or take sales commissions, and does not manage investment assets or require clients to move them. Compensation comes only directly from clients. It serves clients nationally from Hermosa Beach, California, and plans to work with a maximum of 40 clients in 2026.
General information
Firm type
Asset Manager
Location
City
Hermosa Beach
Principals
Dave Pedersen
Advice Only Financial Planner and investment advisor representative
David Pedersen
investment advisor representative of Hermosa Advisors LLC
Sector focus
Frequently asked questions
Does Hermosa Advisors manage committed capital?
AUM is not disclosed. No figures have been reported by any source.
Where is Hermosa Advisors headquartered?
No headquarters location has been published. The firm's city and country of operation are unknown.
What is the background of the founding team at Hermosa Advisors?
No founding team is publicly identified. Wealth origin and professional backgrounds are not on record.
Is Hermosa Advisors affiliated with any other entity?
No affiliations with other firms, family offices, or funds have been publicly disclosed.
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