Bull Oak
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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/
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Other
Our services begin at $12,350/year as a flat fee and include optional portfolio management. There’s a 0.00% management fee on the first $1m of assets and 0.35% after that.
Flat Fee/Retainer
$12,350
Meeting Options
Video meetings
In person meetings
Phone
Email
Client Portal/Online Platform
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.
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Financial Advice & Coaching
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Family Wealth Transfer
Insurance Planning
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Philanthropic Planning
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Risk Management
Stock Option Planning
Tax Strategy
Trust Services
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Specialities
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
