Bull Oak Capital, LLC fees and pricing
Financial planner in Rancho Santa Fe, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 3, 2026, Bull Oak Capital, LLC charges a flat or project fee of $15,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $15,500
“The standard annual Financial Planning Fee is $15,500, which is billed monthly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bull Oak Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Financial Planning Fee is offered as an annual agreement for a fixed fee that is paid monthly in arrears and is based on the complexity and scope of the services required.”
- “Bull Oak only collects its fees in arrears and does not collect its fees in advance.”
- “The client will be billed monthly in arrears.”
How Bull Oak Capital, LLC’s fees compare
- Its flat or project fee of $15,500 is above the California median of $5,000. 90% of the 796 other California planners that publish a flat or project fee charge less.
About Bull Oak Capital, LLC
“Bull Oak provides customized financial planning services to lay the foundation for the client’s financial future.”
- Principal: Anthony Hughes
- Firm size: 7 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.35% a year
- Clients
- 125
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $261,648,815
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170325
- Phone
- (858) 999-3550
Can advise clients in 2 states: California, Texas
Other planners in Rancho Santa Fe that publish fees
- "Tate Asset Management" and "Dco Wealth Management"Rancho Santa Fe$75-$500/hr, $2,500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.