Tessara Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly and Project-Based Engagements Financial Planning is also offered at an hourly rate of $350.00/hour.”

Annual fee

$7,200⁠-⁠$9,600/yr

“The minimum fee for this service is $7,200/year for individuals and $9,600/year for couples.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tessara Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees paid by check, credit card, Schwab or Altruist are billed in advance.”
• “Fees paid through an investment account with Betterment are billed in arrears.”
• “If a refund is due, fees billed in advance will be refunded on a pro-rated basis to the original method of payment.”

How Tessara Wealth’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• Its annual fee of $7,200-$9,600 is above the California median of $6,250. 61% of the 224 other California planners that publish an annual fee charge less.

About Tessara Wealth

• Principal: Shawn Tydlaska
• Firm size: 6 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$7,200 minimum fee (stated in brochure)

Clients

143

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$162,385,487

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283295

Website

linkedin.com/in/shawntydlaska (opens in new tab)

Phone

(650) 636-7526

Can advise clients in 7 states: California, Kansas, Louisiana, Michigan, Ohio, Texas, Virginia

Other planners in Burlingame that publish fees

• Abramson Financial Planning, LLCBurlingame$320/hr
• Circuit Wealth LLCBurlingame$2,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 6 planners in Burlingame