Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
0
Client Reviews
N/A
Pricing
Meet The Team Behind Bull Oak
Ryan A. Hughes
Founder, Portfolio Manager
• MBA from the UCLA Anderson School of Management • BS in Business Administration from the University of Southern California (USC)
• Finance experience at Merrill Lynch and Morgan Stanley
• Proud U.S. Navy veteran as a Visit, Board, Search, and Seizure (VBSS) team member
• Two amazing kids and a fantastic wife who has supported me through it all
• Finance experience at Merrill Lynch and Morgan Stanley
• Proud U.S. Navy veteran as a Visit, Board, Search, and Seizure (VBSS) team member
• Two amazing kids and a fantastic wife who has supported me through it all
Peter Campbell, CFP®
Lead Advisor
• BA in History from the University of California, Los Angeles (UCLA) • A proud Certified Financial Planner™ professional
• Former professional golfer—competed in professional golf events on the PGA Tour, PGA Tour Canada, and PGA Tour Latinoamérica
• Happily married and a proud father of two wonderful daughters
• Former professional golfer—competed in professional golf events on the PGA Tour, PGA Tour Canada, and PGA Tour Latinoamérica
• Happily married and a proud father of two wonderful daughters
Michael Stoner
Wealth Advisor
• Served 10 years as a U.S. Navy SEAL • BS in Financial Planning and Services (Summa Cum Laude) from San Diego State University (SDSU)
• Born and raised in Anchorage, Alaska
• Born and raised in Anchorage, Alaska
Trish Chan
Associate Advisor
• Master’s in Integrated Marketing Communications from Northwestern University • Former crypto industry consultant and conference speaker
• Aspiring home chef, currently attempting to perfect the French omelet
• Proud cat mom to tuxedos Othello and Iago
• Passionate about women’s empowerment and animal welfare
• Aspiring home chef, currently attempting to perfect the French omelet
• Proud cat mom to tuxedos Othello and Iago
• Passionate about women’s empowerment and animal welfare
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$1,000,000
Minimum Annual Income
$500,000
Specialties We Work With
Services We Offer
✔ Portfolio Management
✔ Asset Allocation
✔ Retirement Planning
✔ 401(k) & IRA Management
✔ Financial Planning
✔ Tax Strategy
✔ Exit Planning
✔ Executive Compensation
✔ Stock Option Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Wealth Management
Our Ideal Client Profile
We work best with early retirees, successful professionals, and executives who are looking to delegate their ongoing financial planning and investing needs. You’ve achieved great things and are too busy to manage the complexity of your finances. You also understand the benefit of an experienced human advisor.
Most importantly, genuinely nice people. We value kindness and mutual respect.
Most importantly, genuinely nice people. We value kindness and mutual respect.
We're Probably Not A Good Fit If
✗ Those that are looking for a one-time financial plan.
How We Work
1
Intro Meeting
This is a chance to see if we’re the right fit for your financial needs. We’ll take some time to get to know each other, answer your questions, and explain what we do and how we do it.
2
Mind Mapping
We start with a mind-mapping session and throw everything on a whiteboard. We’ll dig into why you’ve worked hard for your money and what it’s all for.
3
Strategy
We’ll create a plan to achieve your version of success. This is a jumping-off point. It’s not a document that collects dust—it’s a methodology.
4
Action
Bull Oak will continually oversee and optimize your finances. But beyond the work we do behind the scenes, we’ll also meet with you throughout the year.
Behind The Scenes At Bull Oak
Intro Video
Financial advice for people who work hard
Mind Map
Meeting
Meeting
Frequently Asked Questions
Get answers to the most common questions about Bull Oak
Do you prep and file taxes?
Yes. We provide tax preparation, filing, and ongoing consulting at no additional charge.
We’re uniquely positioned to maximize your after-tax returns by integrating investment and tax strategy. Bull Oak financial advisors collaborate closely with our tax preparer on your behalf to free up your time and create the most efficient return possible. Our goal is to make your experience as hands-off and world-class as possible.
We’re uniquely positioned to maximize your after-tax returns by integrating investment and tax strategy. Bull Oak financial advisors collaborate closely with our tax preparer on your behalf to free up your time and create the most efficient return possible. Our goal is to make your experience as hands-off and world-class as possible.
What's your fee?
Bull Oak’s fee structure is designed to be simple, fair, and transparent. We aim to build long-term relationships and provide outsized value compared to our cost.
We charge a flat fee of $15,000 per year, which includes portfolio management. There’s no asset under management (AUM) fee on the first $1 million we manage, and just 0.35% on anything above that. No commissions, hidden fees, or extra charges—just straightforward pricing aligned with your best interest.
We charge a flat fee of $15,000 per year, which includes portfolio management. There’s no asset under management (AUM) fee on the first $1 million we manage, and just 0.35% on anything above that. No commissions, hidden fees, or extra charges—just straightforward pricing aligned with your best interest.
Who's a good fit for your service?
We work best with early retirees, successful professionals, and executives who are looking to delegate their ongoing financial planning and investing needs. You’ve achieved great things and are too busy to manage the complexity of your finances. You also understand the benefit of an experienced human advisor.
Most importantly, genuinely nice people. We value kindness and mutual respect.
Most importantly, genuinely nice people. We value kindness and mutual respect.
How do you manage your client's money?
Our firm’s investment strategy carefully allocates between equities (for growth) and fixed income (to reduce volatility) based on individual goals, risk tolerance, and the market cycle.
When we invest, we focus on three principles: pursuing assets with strong growth potential, diversifying efficiently, and taking advantage of rare opportunities.
When we invest, we focus on three principles: pursuing assets with strong growth potential, diversifying efficiently, and taking advantage of rare opportunities.
About Bull Oak
A San Diego-based fiduciary financial advisor who believes data-driven planning and pragmatic investing provide the best opportunity for financial success. Our process is personalized and methodical. We help our clients achieve more through well-informed foresight.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Many firms operate like an assembly line and treat you like a product. We think thoughtful financial planning and well-researched investment decisions provide you with the best probability for success. So that’s what we do.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Talk with a Bull Oak financial advisor and see what we can accomplish together.
Get started today → https://bulloak.com/
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Many firms operate like an assembly line and treat you like a product. We think thoughtful financial planning and well-researched investment decisions provide you with the best probability for success. So that’s what we do.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Talk with a Bull Oak financial advisor and see what we can accomplish together.
Get started today → https://bulloak.com/
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
