FIDUCIARY
Bull Oak Capital is a Registered Independent Advisor (RIA) firm in San Diego. As an RIA firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.
PHILOSOPHY
Our firm’s philosophy focuses on low costs, passive (index) investing, and holistic financial planning. We are committed to the financial planning process as it is an antecedent to portfolio management. The plan's findings will be integrated around the client's specific and personal financial goals.
CRD# 2730478
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CRD# 5621865
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The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Oak Capital, LLC | San Diego, CA | Jan 2014 - Current | 10 |
| Ucla Anderson School Of Management | Los Angeles, CA | Sep 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
- TX
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$506,952
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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