Teresa Coleman
Creekside Partners · Petaluma, California
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Creekside Partners |
|---|---|
| Based in | Petaluma, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $553.4M across 819 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4654757 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.creeksidepartners.com |
| Profile |
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Questions about Teresa
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.
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
- Creekside Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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