# Shana Ballard

> Shana Ballard is a fee-only financial advisor at Mission Creek Capital Partners in San Francisco, California, who holds the CFP credential. Shana focuses on equity compensation and founders (pre-exit). Mission Creek Capital Partners reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shana-ballard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mission Creek Capital Partners
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $741.6M across 1,416 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit)
- **Works with:** Executives, Founders
- **CRD:** 5195706 (https://adviserinfo.sec.gov/individual/summary/5195706)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2022)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.missioncreekcap.com

## Frequently asked questions

### Is Shana Ballard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shana holds no broker registration, and Mission Creek Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shana charge for financial advice?

Shana's firm, Mission Creek Capital Partners, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Shana Ballard based?

Shana Ballard is based in San Francisco, California.

### What does Shana specialize in?

Shana's specialties include equity compensation and founders (pre-exit). Shana works with executives and founders.

### What credentials does Shana Ballard hold?

Shana Ballard holds the CFP credential.

### Is Shana Ballard registered with the SEC?

Yes. Shana Ballard is registered as an investment adviser representative in CA (CRD 5195706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mission Creek Capital Partners manage?

Mission Creek Capital Partners reports $741.6M across 1,416 accounts in assets under management.

### How do I contact Shana Ballard?

Through Shana's website, www.missioncreekcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5195706): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://missioncreekcap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.