# Tessara Wealth

> Tessara Wealth is an SEC-registered investment advisory firm in Burlingame, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 283295
- Filed as: TESSARA WEALTH
- Legal name: Ballast Point Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283295
- AdvisorCensus page: https://advisorcensus.com/firm/tessara-wealth-burlingame-ca-283295

## Quick answers

**How is Tessara Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Tessara Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tessara Wealth located?**
Tessara Wealth's principal office is in Burlingame, CA, according to its Form ADV.

**Is Tessara Wealth registered with the SEC or a state?**
Tessara Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283295.

**How much does Tessara Wealth manage?**
Tessara Wealth reports $162,385,487 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (28% discretionary).

**How have Tessara Wealth's assets and staff changed since 2025?**
In the Form ADV data for Tessara Wealth: Regulatory assets under management: $130,333,588 in the October 2025 data and $162,385,487 in the October 2026 data, up 25%. Total employees: 4 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tessara Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (57).

**Which custodians does Tessara Wealth use?**
Tessara Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Tessara Wealth report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283295

**What changed in Tessara Wealth's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,385,487
- Discretionary: $45,094,018
- Non-discretionary: $117,291,469

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $27,718,898 |
| High net worth individuals | 57 | $134,666,589 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KS, LA, MI, OH, TX, VA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283295

### Websites listed on Form ADV (Item 1.I)
- ballastpointfp.com
- tessarawealth.com
- LinkedIn @SHAWNTYDLASKA
- X @SHAWNTYDLASKA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $130,333,588 | 4 | June 3, 2025 |
| October 2026 | $162,385,487 | 6 | May 28, 2026 |

Regulatory assets under management: $130,333,588 in the October 2025 data and $162,385,487 in the October 2026 data, up 25%.
Total employees: 4 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in OH.

### February 2026
- Regulatory assets under management went from $130,333,588 to $162,385,487 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tessara Wealth (CRD 283295): Form ADV filing data as of October 2026.