# Kimberly Keesler Herrera

> Kimberly Keesler Herrera is a fee-only financial advisor at Tessara Wealth in Burlingame, California, who holds the MBA, CFP and ChFC credentials. Kimberly focuses on equity compensation and tax planning. Tessara Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kimberly-keesler-herrera/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Tessara Wealth
- **Based in:** Burlingame, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $162.4M across 456 accounts
- **Credentials:** MBA, CFP, ChFC, RICP
- **Specialties:** Equity compensation, Tax planning
- **Works with:** Tech employees, High earners
- **Firm size:** 6 employees
- **Website:** http://tessarawealth.com

## Frequently asked questions

### Is Kimberly Keesler Herrera a fee-only financial advisor?

Yes. Kimberly Keesler Herrera is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Kimberly charge for financial advice?

Kimberly's firm, Tessara Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Kimberly charge?

According to Tessara Wealth's website, checked October 28, 2026: typically works with clients with $2,000,000 or more.

### Where is Kimberly Keesler Herrera based?

Kimberly Keesler Herrera is based in Burlingame, California.

### What does Kimberly specialize in?

Kimberly's specialties include equity compensation and tax planning. Kimberly works with tech employees and high earners.

### What credentials does Kimberly Keesler Herrera hold?

Kimberly Keesler Herrera holds the MBA, CFP, ChFC and RICP credentials.

### How much does Tessara Wealth manage?

Tessara Wealth reports $162.4M across 456 accounts in assets under management.

### How do I contact Kimberly Keesler Herrera?

Through Kimberly's website, tessarawealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38698): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.tessarawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.