Jarrett Dutra is a registered investment advisor at Baluden Financial, based in Sacramento, CA. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Three-month financial planning engagement — $1,500 total, billed in three monthly installments of $500, which includes approximately two to three meetings covering an initial discovery meeting, a financial plan presentation meeting, and an implementation or follow-up meeting
- Six-month financial planning engagement — $2,400 total, billed in six monthly installments of $400, which includes additional meetings to help implement and monitor recommendations
- Educational seminars and workshops — $100 per participant for non-clients (free or complimentary for clients)
One-Time Plan:$1,500 - $2,400
Loading...
Location
2108 N St, Ste N, Sacramento, CA, 95816
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Baluden Financial
April 2026 - Present · 6 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Jevon Webster, CFPInspire Advisors, LLC
- Paige Farrell, CFPEndeavor Financial Planning
- James Dillon, CFPIndependent Financial Group, LLC
- Ryan Triplett, CFP, ChFCBoyd Wealth Management, LLC
- Michael Baril, CFPStrategic Advisers LLC
- Hardeep Singh, CFPPk Wealth Advisors