Vidalia Cornwall
Advisor at Tessara Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tessara Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hancock, MI
Credentials
CFP®, ChFC®, Series 63
Industry experience
5 years
Vidalia Cornwall is a CFP® and ChFC® affiliated with Tessara Wealth, bringing five years of industry experience. She has worked at Ballast Point Financial Planning since 2022 and has prior experience with Northwestern Mutual and roles at Utah State University and the US Department of State. Ballast Point Financial Planning, LLC provides financial planning and investment management to individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary account management.
Based on Tessara Wealth
Based on Tessara Wealth
One-time onboarding fee of $1,250 for individuals and $1,875 for couples for ongoing comprehensive financial planning
Hourly financial planning offered at $350/hour
Minimum fee: Minimum fee of $7,200/year for individuals and $9,600/year for couples for ongoing comprehensive financial planning Fee-only: Ongoing comprehensive financial planning fees starting at $7,200/year for individuals plus onboarding fee; hourly financial planning at $350/hour; educational seminars up to $10,000 per engagement
Hancock, MI
California · Louisiana · Michigan · Texas · Virginia
Ballast Point Financial Planning
2025 - Present (1 year)
Ballast Point Financial Planning
2024 - 2025 (1 year)
Ballast Point Financial Planning
2022 - 2024 (2 years)
Utah State University - College of Humanities and Social Science
2020 - 2020 (1 year)
Northwestern Mutual
2020 - 2022 (2 years)
Northwestern Mutual
2019 - 2019 (1 year)
The Center for Growth and Opportunity at Utah State University
2018 - 2019 (1 year)
The Center for Growth and Opportunity at Utah State University
2018 - 2018 (1 year)
Utah State University - Huntsman School of Business
2018 - 2018 (1 year)
Utah State University
2017 - 2020 (3 years)
US Department of State
2017 - 2017 (1 year)
US Department of State
2016 - 2016 (1 year)
High School - Various Locations
2013 - 2017 (4 years)
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