Adviser Profile
| As of Date | 04/25/2025 |
| Registration status | Registration Changed to BALLAST POINT FINANCIAL PLANNING, LLC |
| ADV Location | BURLINGAME, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 130,333,588 70% |
| of that, discretionary | 35,705,152 287% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 661,592 363% |
| % High Net Worth | 28.57% 34% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds