Joann Huber
Tessara Wealth · Burlingame, California
Joann Huber is a fee-only financial advisor at Tessara Wealth in Burlingame, California, who holds the CFP and PFS credentials. Tessara Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tessara Wealth |
|---|---|
| Based in | Burlingame, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.4M across 456 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA, KS · CRD 5869343 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ballastpointfp.com |
How Joann's firm compares
- Tessara Wealth's average account is about $356,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about Joann
Is Joann Huber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joann holds no broker registration, and Tessara Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joann charge for financial advice?
Joann's firm, Tessara Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joann Huber based?
Joann Huber is based in Burlingame, California.
What credentials does Joann Huber hold?
Joann Huber holds the CFP and PFS credentials.
Is Joann Huber registered with the SEC?
Yes. Joann Huber is registered as an investment adviser representative in CA and KS (CRD 5869343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tessara Wealth manage?
Tessara Wealth reports $162.4M across 456 accounts in assets under management.
How do I contact Joann Huber?
Through Joann's website, www.ballastpointfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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