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Vidalia Cornwall

Advisor at Tessara Wealth

Updated today

Location

Hancock, MI

Credentials

CFP®, ChFC®, Series 63

Industry experience

5 years

About

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.

Client services

Based on Tessara Wealth

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Tessara Wealth

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting

Demographic focus

Based on Tessara Wealth

Women Professionals

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Fee options

Fixed

One-time onboarding fee of $1,250 for individuals and $1,875 for couples for ongoing comprehensive financial planning

Project-based

Hourly financial planning offered at $350/hour

Other

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

Location

Hancock, MI

Most active in

California · Louisiana · Michigan · Texas · Virginia

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Atlantic Mine, MI

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Options & derivatives strategies Tax-loss harvesting
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Calumet, MI

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Annuities
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Houghton, MI

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Business ownership considerations

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Calumet, MI

Edward Jones

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Business ownership considerations General retirement planning Wealth management Educators, Teachers, and Academics Founder/Business Owner Intergenerational Families Newlywed/Engaged
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Series 66

Houghton, MI

LPL Financial

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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