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| Keyboard |
| Ballast Point Financial Planning LLC
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|---|---|
| CRD # | 283295 |
| SEC # | 801-132445 |
| CIK # | |
| AUM | 162.4 M (2026-05-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-636-7526 |
| Address | 340 Lorton Ave Burlingame, CA 94010 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/30/2026) [Brochure] |
|---|
Item 5: Fees and Compensation 7 Item 4: Advisory Business
Investment Management Services 8
Ongoing Comprehensive Financial Planning 8
Description of Advisory Firm
Hourly and Project-Based Engagements 9 Tessara Wealth is registered as an
Educational Seminars 9
Investment Advisor with the United States
Tax Planning Services 10
Outside Manager Fees 10
Securities and Exchange Commission.
Other Types of Fees and Expenses 10 Tessara was founded in March of 2016. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 27.7 |
| (b) Individuals (high net worth individuals) | 57 | 134.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 162.4 |
| By Discretionary | ||
| Discretionary | 120 | 45.1 |
| Non-Discretionary | 336 | 117.3 |
| Total | 456 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.4 | |
| Total | 456 | 162.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 16 |
| Serves | Institutional, Retail, Research |
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