Ballast Point Financial Planning, LLC

Ballast Point Financial Planning, LLC (CRD# 283295) is a financial advisory firm headquartered in Burlingame, CA. They manage $76,626,263 in 536 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
340 Lorton Ave, Ste 216, Burlingame, CA 94010
https://www.linkedin.com/in/shawntydlaska/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $142,959
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, MI, OR, TX, VA

Financial Advisors at Ballast Point Financial Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Shawn Tydlaska, financial advisor Burlingame CA
Shawn Tydlaska
CRD#: 5852455
340 Lorton Ave, Ste 216, Burlingame, CA 94010

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.

2
Vidalia Cornwall, financial advisor Burlingame CA
Vidalia B. Cornwall
CRD#: 7117834
340 Lorton Ave, Ste 216, Burlingame, CA 94010

Vidalia Cornwall (CRD# 7117834) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has over 4 years of experience in the finance industry.

3
Drew Hanessian, financial advisor Burlingame CA
Drew C. Hanessian
CRD#: 5565375
340 Lorton Ave, Ste 216, Burlingame, CA 94010

Drew Hanessian (CRD# 5565375) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has over 3 years of experience in the finance industry.

4
Jennifer Ulmer, financial advisor Burlingame CA
Jennifer L. Ulmer
CRD#: 6665267
340 Lorton Ave, Ste 216, Burlingame, CA 94010

Jennifer Ulmer (CRD# 6665267) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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