Bull Oak Capital, LLC
Bull Oak Capital, LLC (CRD# 170325) is a financial advisory firm headquartered in San Diego, CA. They manage $144,481,339 in 285 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management144MILLION
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Total Number of Accounts285ACCOUNTS
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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
Peter Campbell (CRD# 6852999) is an Investment Advisor Representative working at Bull Oak Capital, LLC in San Diego, CA and has over 6 years of experience in the finance industry. Peter Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.