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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-26-2019
- Office Locations
- 1
Office Locations
About Complete View Financial LLC
Complete View Financial is a fee-only financial planning and investment management firm serving pre-retirees and retirees in San Antonio and nationwide. Founder and lead advisor Tess Downing, MBA, CFP, helps clients revisit retirement plans, manage portfolios (primarily public funds with some municipal bond exposure), and plan for legacy goals. Assets are custodied with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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Owner & Executives
TESS LANAE DOWNING
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #6002505
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,477,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,477,002 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Complete View Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.