Shawn Tydlaska is a CFP-designated registered investment advisor at Tessara Wealth, based in Burlingame, CA, with 9 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 8 more. Their firm serves 143 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tessara Wealth does not charge a separate investment management fee for clients who utilize ongoing comprehensive financial planning. The annual planning fee covers financial planning, investment management, and tax advice services.
Contact
Shawn Tydlaska
Location
340 Lorton Ave, Ste 216, Burlingame, CA, 94010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tessara Wealth
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Shawn’s “A-ha!” career moment...