BALLAST POINT FINANCIAL PLANNING, LLC
Doing business as TESSARA WEALTH. SEC Form ADV profile.
Total regulatory AUM
$162,385,487
Discretionary
$45,094,018
Non-discretionary
$117,291,469
Firm details
- CRD number
- 283295
- SEC file number
- 801-132445
- Main office
- BURLINGAME, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.