Kenneth Gillespie
Hermosa Wealth Management · Hermosa Beach, California
Kenneth Gillespie is a fee-only financial advisor at Hermosa Wealth Management in Hermosa Beach, California. Kenneth 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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- Pre-retirees
- High earners
- Tech employees
Facts
| Firm | Hermosa Wealth Management |
|---|---|
| Based in | Hermosa Beach, 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, TX · CRD 3267663 |
| Exams passed | Series 63 (2008) · Series 65 (2017) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hermosawealth.com |
| Profile |
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Questions about Kenneth
Is Kenneth Gillespie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth 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 Kenneth charge for financial advice?
Kenneth's firm, Hermosa Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kenneth Gillespie based?
Kenneth Gillespie is based in Hermosa Beach, California.
What does Kenneth specialize in?
Kenneth's specialties include equity compensation, founders (pre-exit), retirement planning, estate & legacy planning, tax planning and small business owners. Kenneth works with founders, executives, retirees, pre-retirees and high earners.
Is Kenneth Gillespie registered with the SEC?
Yes. Kenneth Gillespie is registered as an investment adviser representative in CA and TX (CRD 3267663), 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 Kenneth Gillespie?
Through Kenneth'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.
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