Brian Beckman
Hermosa Wealth Management · Torrance, California
Brian Beckman is a fee-only financial advisor at Hermosa Wealth Management in Torrance, California. Brian focuses on equity compensation, founders (pre-exit) and retirement planning. Hermosa Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Brian →
Specialties
Who they serve
- Founders
- Executives
- Retirees
- Pre-retirees
- High earners
- Tech employees
Facts
| Firm | Hermosa Wealth Management |
|---|---|
| Based in | Torrance, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $28.9M across 165 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7313671 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hermosawealth.com |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Beckman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Hermosa Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Hermosa Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Beckman based?
Brian Beckman is based in Torrance, California.
What does Brian specialize in?
Brian's specialties include equity compensation, founders (pre-exit), retirement planning, estate & legacy planning, tax planning and small business owners. Brian works with founders, executives, retirees, pre-retirees and high earners.
Is Brian Beckman registered with the SEC?
Yes. Brian Beckman is registered as an investment adviser representative in CA (CRD 7313671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hermosa Wealth Management manage?
Hermosa Wealth Management reports $28.9M across 165 accounts in assets under management.
How do I contact Brian Beckman?
Through Brian's website, www.hermosawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hermosa Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.