Joann Huber is a CFP, PFS-designated registered investment advisor at Tessara Wealth, based in Burlingame, CA, with 6 years of industry experience. Joann 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, High Net Worth, and 4 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.
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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Learn about disclosures →Employment History
Current Registrations
Tessara Wealth
Previous Registrations
Avantax Planning Partners, INC.
Barber Financial Group
State Registrations2 states
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