# Teresa Coleman

> Teresa Coleman is a fee-only financial advisor at Creekside Partners in Petaluma, California. Teresa focuses on retirement planning, estate & legacy planning and tax planning. Creekside Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/teresa-coleman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Creekside Partners
- **Based in:** Petaluma, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $553.4M across 819 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Multi-generational families
- **CRD:** 4654757 (https://adviserinfo.sec.gov/individual/summary/4654757)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.creeksidepartners.com

## Frequently asked questions

### Is Teresa Coleman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Creekside Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Teresa charge for financial advice?

Teresa's firm, Creekside Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Teresa Coleman based?

Teresa Coleman is based in Petaluma, California.

### What does Teresa specialize in?

Teresa's specialties include retirement planning, estate & legacy planning and tax planning. Teresa works with multi-generational families.

### Is Teresa Coleman registered with the SEC?

Yes. Teresa Coleman is registered as an investment adviser representative in CA (CRD 4654757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Creekside Partners manage?

Creekside Partners reports $553.4M across 819 accounts in assets under management.

### How do I contact Teresa Coleman?

Through Teresa's website, www.creeksidepartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4654757): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://creeksidepartners.com/): specialties, clients served, and fees, checked October 30, 2026

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