Shawn Tydlaska
Investment adviser representative at Tessara Wealth
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$162.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ballast Point Financial Planning, LLCAug 2022 to now
- Tessara WealthMay 2021 to now
- Ballast Point Financial Planning, LLCMar 2016 to Jul 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, TX, VA).
Tessara Wealth
Legal name: Ballast Point Financial Planning, LLC
$162.4MAssets managed
143Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5852455
- Firm CRD
- 283295