Tessara Wealth offers continuous financial planning and investment management services designed to help clients achieve financial independence. The firm structures its services around modular topics including retirement planning, risk management, college savings, cash flow and debt management, employee benefits optimization, estate planning, and tax planning strategies. Tessara Wealth primarily uses passive investment management principles, utilizing low-cost index funds and exchange-traded funds, and may also recommend third-party investment managers such as Betterment. The firm specializes in working with high-achieving women, high-net-worth individuals, trusts, qualified retirement plans, charitable organizations, and businesses.
Fee Structure
Investment management is included as part of Tessara Wealth's ongoing comprehensive financial planning service. The minimum annual fee for this comprehensive service is $7,200 for individuals and $9,600 for couples, which covers both financial planning and investment management. Clients also pay an initial onboarding fee of $1,250 for individuals or $1,875 for couples.
