David Pedersen
Advisor at Hermosa Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Pedersen is a financial advisor at Hermosa Advisors with six years of industry experience. He holds a Series 65 designation and has worked at Hermosa Advisors since 2019. Prior to that, he was self-employed and also worked at Guess Inc. Pedersen serves as a part-time adjunct instructor at the University of California, Los Angeles Extension. Hermosa Advisors is a small, independent advisory firm that provides customized financial planning and advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes modular financial plans and consultative advice, focusing on diversified portfolios built with ETFs and mutual funds using Modern Portfolio Theory.
Expertise
Based on Hermosa Advisors
General retirement planning
Cash flow / budgeting
Debt management
Fee options
Broad-Based Financial Plan fees range from $3,000 to $8,000, payable in installments; ongoing advisement fees charged annually ($2,000 to $5,000) paid monthly or quarterly.
$300 per hour, billed in six-minute increments
Fee-only: Financial planning fees range from $3,000 to $8,000; ongoing advisement fees range from $2,000 to $5,000 annually; hourly fee is $300 per hour.
Location
Hermosa Beach, CA
Most active in
David P has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Hermosa Advisors LLC
2019 - Present (7 years)
Self Employed
2018 - 2019 (1 year)
Guess Inc
2016 - 2018 (2 years)
Self Employed
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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