EveryDimensionofYourFinancialLife
Your Personal CFO. You remain the CEO.
$2.4B+ assets under advisement · 340+ client households · CFP · ChFC
$0.0B
Assets Under Advisement
0+
Client Households
$0M
Tax Savings Delivered
$0.0M
Average Client Net Worth
Custodied on Robinhood
One of the first RIA firms on the Robinhood platform
Your Personal CFO
We provide the numbers, insights, and roadmaps. You make the decisions.
Think of the relationship as CEO and CFO. As your Personal CFO, we handle the analysis, model the scenarios, and present you with clear options. As CEO of your financial life, you decide which path to take. No pressure, no sales tactics, just informed decisions.
Analysis
Deep-dive financial modeling across every dimension of your wealth.
Tax Strategy
Proactive tax optimization that saves six figures annually.
Planning
Multi-year roadmaps tailored to your goals and timeline.
Automation
AI-powered workflows that eliminate manual busywork.
Companies We Know Inside & Out
Deep expertise in the equity compensation, benefits, and tax nuances of leading companies.
What Our Clients Say
Real experiences from people with complex financial lives.
“Tesseract gave me clarity I didn't know was possible. For the first time, I could see every dimension of my financial life in one place.”
Sarah K.
Early-Stage Tech Employee
“The CFO/CEO model clicked immediately. They bring the analysis, I make the decisions. No pressure, just options.”
Michael R.
Private Equity Partner
“I've worked with three advisors before. None of them understood my equity compensation the way Tesseract does.”
Jennifer L.
Fortune 500 Executive
“My family has worked with Tesseract across four generations. They understand the complexity of multigenerational wealth like no one else.”
Robert H.
Family Office Principal
“The flat fee was a game-changer. I was paying $85,000 a year in AUM fees for less service than I get from Tesseract at $20K.”
David C.
Business Owner
“Their technology stack is years ahead of every other advisor I evaluated. Real automation, real AI, real results.”
Amanda T.
Head of Tax, F500
“Tesseract gave me clarity I didn't know was possible. For the first time, I could see every dimension of my financial life in one place.”
Sarah K.
Early-Stage Tech Employee
“The CFO/CEO model clicked immediately. They bring the analysis, I make the decisions. No pressure, just options.”
Michael R.
Private Equity Partner
“I've worked with three advisors before. None of them understood my equity compensation the way Tesseract does.”
Jennifer L.
Fortune 500 Executive
“My family has worked with Tesseract across four generations. They understand the complexity of multigenerational wealth like no one else.”
Robert H.
Family Office Principal
“The flat fee was a game-changer. I was paying $85,000 a year in AUM fees for less service than I get from Tesseract at $20K.”
David C.
Business Owner
“Their technology stack is years ahead of every other advisor I evaluated. Real automation, real AI, real results.”
Amanda T.
Head of Tax, F500
Transparent Pricing
$20,000 / year. Flat.
No AUM fees. No hidden charges. No surprises. One flat fee for comprehensive wealth management.
The Math Speaks for Itself
Enter your portfolio size and current fee to see the difference.
Quick select or enter your own
Current Advisor
$50,000
1.00% of assets per year
Tesseract Wealth
$20,000
0.40% effective rate
You Save
$30,000
$300,000 over 10 years
Take Action
You could be saving $30,000/year. Here are two ways to make it happen.
Negotiate a Lower Fee
Even if you stay with your current advisor, you deserve a fair price. We'll draft the email for you.
Draft the EmailOr, Switch to Flat-Fee
Lock in $20,000/year regardless of portfolio size. No AUM fees, ever.
AI-Powered Advantage
At a fraction of the cost
Financial Tools
Run the numbers yourself. Our interactive tools give you clarity before you ever pick up the phone.
Ready to see every dimension?
Schedule a free consultation to see how Tesseract Wealth can optimize your financial life.