Shawn Tesoro
Prentice Wealth Management · Westborough, Massachusetts
Shawn Tesoro is a fee-only financial advisor at Prentice Wealth Management in Westborough, Massachusetts. Prentice Wealth Management reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Prentice Wealth Management |
|---|---|
| Based in | Westborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $567.5M across 1,034 accounts |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 2394286 |
| Exams passed | Series 63 (2003) · Series 65 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.knightbridgecap.com |
| Profile |
How Shawn's firm compares
- Prentice Wealth Management's average account is about $549,000, from its Form ADV (assets managed divided by 1,034 accounts).
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Questions about Shawn
Is Shawn Tesoro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Prentice Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Prentice Wealth Management, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Shawn Tesoro based?
Shawn Tesoro is based in Westborough, Massachusetts.
Is Shawn Tesoro registered with the SEC?
Yes. Shawn Tesoro is registered as an investment adviser representative in MA, NY and TX (CRD 2394286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prentice Wealth Management manage?
Prentice Wealth Management reports $567.5M across 1,034 accounts in assets under management.
How do I contact Shawn Tesoro?
Through Shawn's website, www.knightbridgecap.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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