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).
Total Assets Under Management4MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$88,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.