Kimberly Keesler Herrera
Tessara Wealth · Burlingame, California
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.
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Specialties
Who they serve
- Tech employees
- High earners
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 | $162.4M across 456 accounts |
| Credentials | MBA · CFP · ChFC · RICP |
| Firm size | 6 employees |
| Website | tessarawealth.com |
How Kimberly'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 Kimberly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Tessara Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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