FIDUCIARY | FINANCIAL PLANNING | INVESTING

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FIDUCIARY | FINANCIAL PLANNING | INVESTING

Schedule A Phone Call Or Meeting

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

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

fi·du·ci·ar·y ad·vi·sors | noun: 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

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

Years of Experience

Number of Financial Plans Created

# of Happy Customers

Easy-To-Use Technology

Where Your Money Is Held

All of our client’s assets are held at TD Ameritrade, a large, well-known firm where you will have 24/7 access to your account. We do not directly custody our client’s assets. Our investment advisory services simply provide the best in-class client portal technology, above and beyond what our custodian of choice provides.

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.

100% Transparency

Our goal is to provide our clients with 100% transparency and ease of access. We want our clients to know what they own, how well they are performing, and most importantly, if they are on-track to reaching their long-term goals. This requires that we provide our clients with the best technology on the market.

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.