Baluden Financial fees and pricing
Financial planner in Sacramento, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Baluden Financial charges a flat or project fee of $1,500-$2,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$2,400
“Three-Month Financial Planning Engagement Total Fee: $1,500 Billed in three monthly installments of $500 Six-Month Financial Planning Engagement Total Fee: $2,400 Billed in six monthly installments of $400 Clients are billed via electronic invoice and may remit payment via ACH transfer or credit card.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Baluden Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unearned fees will be refunded on a prorated basis.”
- “Fee to be made via ACH transfer or credit card.”
- “Clients are billed via electronic invoice and may remit payment via ACH transfer or credit card.”
How Baluden Financial’s fees compare
- Its flat or project fee of $1,500-$2,400 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Baluden Financial
“Baluden Financial is a California-registered investment adviser that provides comprehensive financial planning services and non-discretionary investment advice. From time to time, the Adviser may offer educational seminars or workshops related to financial planning topics.”
- Principal: Jarrett Dutra
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340191
- Phone
- (805) 257-9955
Other planners in Sacramento that publish fees
- Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
- Burge FinancialSacramento$300/hr
- Deeringer Wealth Management, LLCSacramento$300-$350/hr, $2,000
- Endeavor Financial PlanningSacramento$300/hr, $3,000-$5,000/yr
- Financial ClientSacramento$299/mo
- Guanill Wealth ManagementSacramento$650-$1,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.