FIDUCIARY | FINANCIAL PLANNING | INVESTING

Schedule An Introductory Meeting

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 Advisors are True Fiduciaries

fi·du·ci·ar·y ad·vi·sors | noun: financial advisors that are required to act in the best interests of their clients.

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

Fiduciary Advisor
Dual-Registered
Broker

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. We 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 financial goals.

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 goals. This requires that we provide our clients with the best technology on the market.

Mobile App

In addition to the desktop site, we 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.