Financial Advisor San Diego

alt="Bull Oak Capital Logo"

FIDUCIARY  |  FINANCIAL PLANNING  |  INVESTING

Schedule An Introductory Meeting

Financial Advisor San Diego

alt="Bull Oak Capital Logo"

FIDUCIARY  |  FINANCIAL PLANNING  |  INVESTING

Schedule A Phone Call Or Meeting
Featured in Bull Oak

Financial Advisory Firm

 

Portfolio Management & Custom Financial Plans For Working Professionals

 

Our account minimum is $750K and our management fees are always under 1% as a financial advisor San Diego. Learn more

bull_oak_video_thumbnail

Where Do You Stand?

Net Worth & Income by Age Percentile Calculator

Download our free report, Where Do You Stand?, and use our calculator below to see where you stand financially compared to others in your age range. The calculator will immediately compute your national income and net worth percentile figures. Once your percentiles are calculated, you will receive the complimentary report to your email address showing U.S. and San Diego income, net worth, and housing figures. This report shows how San Diegans compare to other major U.S. cities, the U.S. national average, and how each San Diego neighborhood stacks up.

 
 

Our Terms of Use

U.S. Net Worth Percentile: 0.00%

U.S. Income Percentile: 0.00%

Only 1.6% of All Financial Planning Advisors are Fiduciaries 100% of the Time

fi·du·ci·ar·y  ad·vi·sorsnoun: financial advisors that are required to act in the best interests of their clients (e.g. does not receive product commissions).

Of the 310,504 financial planning advisors in the U.S., only ~5,000 (1.6%) are fiduciary advisors to their clients.  Read more

  • Fiduciary Advisor
  • Dual-Registered
  • Broker

Ryan Hughes, MBA – CEO & Portfolio Manager

Ryan Hughes financial advisor san diego

Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! I have spent my career helping individuals make smarter financial decisions. We would love the opportunity to see if we can assist you with your goals.

  • Over 11 years of finance experience, including time at Merrill Lynch, Morgan Stanley, & Wedbush Equity Research
  • MBA in Finance from UCLA Anderson where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 6% of program thesis participants), and I was the ASAM Chief Investment Officer
  • B.S. in Business Administration from the USC Marshall School of Business. Fight On!
  • U.S. Navy Veteran where I served two deployments onboard the USS Jarrett as a VBSS team-member
  • A four-time Five-Star Wealth Manager (2015-2018) in San Diego Magazine’s annual rankings
0+
Years of Experience
0+
Number of Financial Plans Created
0%
# of Happy Customers
alt="Ryan and Sam - Bull Oak"
alt="Bull Oak Navy"
alt="Ryan and client"
alt="Ryan Hughes ASAM 2013"
alt="Bull Oak storefront"
alt="Ryan and happy client"
alt="Ryan and client lobby"
alt="Ryan financial plan"
alt="Bull Oak Door"

Easy-To-Use Technology

Desktop Access

You will have 24/7 access to your accounts that includes balances, positions, asset allocation, performance, statements, tax forms, RMD amounts, and others. In addition, you will also be able to track your overall net worth in real-time, a critical piece when evaluating your long-term financial goals. 

Bull Oak Capital phone app screenshot
Holdings displayed are for illustrative purposes only and does not constitute investment advice.
Mobile App
In addition to the desktop site, our investment advisory services also offer the Bull Oak Capital app, available on both the iPhone and Android. This app is designed to provide you with a convenient method of tracking your assets, viewing your statements, and scheduling an appointment with us for financial advice. 

Recent Posts

Why Retirement Planning Is Important

Do you know what your target retirement age will be? Have you assessed what your costs will be post-retirement? Have ...
Read More

2019 Best Financial Advisors in San Diego

Choosing a financial advisor to work with is a big decision. The right financial advisor can have a measurable impact ...
Read More
Is CNBC Biased

Is CNBC Biased? We Think So.

After eight months of research, we have determined that the financial news media site CNBC (www.cnbc.com) has a strong negative ...
Read More

How To Choose a Financial Advisor

If you are in the market for financial advice, chances are you are considering working with a financial advisor. Making ...
Read More
See More Posts

Take the First Step Towards Your Financial Future

Schedule A Call or Introductory Meeting