Bull Oak Capital, LLC
Bull Oak Capital, LLC (CRD# 170325) is a financial advisory firm headquartered in San Diego, CA. They manage $6,158,587 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$205,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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.
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.