Overview
Assets Under Management: $162 million
Headquarters: BURLINGAME, CA
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
BALLAST POINT FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283295), BALLAST POINT FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
BALLAST POINT FINANCIAL PLANNING, LLC is headquartered in BURLINGAME, CA.
BALLAST POINT FINANCIAL PLANNING, LLC serves 57 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, BALLAST POINT FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BALLAST POINT FINANCIAL PLANNING, LLC manages $162 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, BALLAST POINT FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 456
Discretionary Accounts: 120
Non-Discretionary Accounts: 336
Regulatory Filings
CRD Number: 283295
Filing ID: 2046278
Last Filing Date: 2026-01-30 09:35:55