A complete list of active advisors currently associated with Baluden Financial

Warmer can help you find a great advisor at Baluden Financial or one who fits your needs even better.

Baluden Financial is a California-registered investment adviser that provides comprehensive financial planning and non-discretionary investment advice primarily to individuals and families. Services are delivered as written financial plans with short-term engagement options and cover cash flow management, investment strategy, retirement planning, tax considerations, and coordination of estate planning (limited to education and analysis). The firm provides recommendations based on financial planning methodologies and fundamental investment analysis, and may suggest diversified portfolios including ETFs, mutual funds, and individual equities; clients retain authority to implement recommendations through their chosen custodians. Account reviews and follow-up occur in connection with planning engagements rather than through ongoing asset management, as the adviser does not manage client assets or exercise investment discretion. Noteworthy features for a firm of this size include a fixed-fee planning model and the occasional offering of educational seminars or workshops, with clients eligible for complimentary access to those events. The brochure discloses $0 in assets under management, a prohibition on commissions and custody, no minimum account requirement, and a separate, disclosed angel-investing vehicle owned by the principal that is not solicited to advisory clients.

To learn more about the advisors currently working at Baluden Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.