Ballast Point Financial Planning, LLC

Ballast Point Financial Planning, LLC (CRD# 283295) is a financial advisory firm headquartered in , . They manage $3,544,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $88,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ballast Point Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shawn Tydlaska
CRD#: 5852455
Burlingame, CA
90
Wealthminder
score

Shawn Tydlaska (CRD# 5852455) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has 1 year of experience in the finance industry. Shawn Tydlaska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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