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THE WEALTH FIX SHow
Meet Ryan & PeterRyan A. Hughes and Peter Campbell are financial professionals for Bull Oak Capital, an investment advisory firm in San Diego. They provide comprehensive financial planning & investment management services to retirees, professionals, and business owners. If you are interested in working with the firm, please reach out to us!
As of 6/30/2022
"Bull Oak Capital has given us peace of mind - we feel confident that we are in good "financial" hands with them. Thank you Ryan, Peter and Alyssa for your exceptional financial expertise and work ethics. We can now truly enjoy our retirement to the fullest and rest assured that our children's future will be strong, steadfast and protected."
"I feel like I knocked it out of the park with finding Bull Oak online. I feel like their service is above and beyond what I have encountered before. Bull Oak Capital is a true full-service financial advisor."
"The Bull Oak team is top-notch! I'm so glad we found them. We use them for our retirement investing as well as we did a very in-depth financial plan. My only regret is not moving faster as my procrastination after meeting Ryan took about a year until we actually moved forward. Their various plans based on risk tolerance suit us well. I'm at ease knowing my family is in good hands and look forward to many years of partnership."
Who Do You Typically Work With?
We are looking for excellent individuals who can benefit from our expertise at Bull Oak Capital. We have only three criteria for those who want to work with us: you have at least $1MM in assets, you are a good person, and you looking to delegate both your financial planning and investment management responsibilities.
What Are Your Fees?
As a fiduciary advisor, we do not receive outside commissions, trading expenses, kickbacks, or any other form of compensation. This is all an effort to ensure our clients are receiving honest financial advice. Therefore, our only fee is through management fees. You can see our full schedule here.
Do You Work With People All Over?
Our home office is located in San Diego, California, though we have clients located throughout the United States. We even have some clients located abroad, including the United Kingdom, France, Ireland, Spain, Brazil, and Kenya. If your primary residence is in the U.S. and you have internet access, we can probably work with you.
What Do You Do For Your Clients?
Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest-growing firms in the nation. We provide money management and financial planning services to retirees, working professionals, and business owners across the United States.
