Bulman Wealth Group fees and pricing

Firm size: 15 employees.
Founded: 2018 (8 years).

Financial planner in Roseville, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 5, 2026, Bulman Wealth Group charges a flat or project fee of $300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in arrears and calculated based on the average daily balance of the Account during the current billing period.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“All Advisory fees are negotiable between BWG and Clients.”

Its flat or project fee of $300 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
None of the 6 other planners in Roseville that publish a flat or project fee charge less.

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: 1.75% a year
Clients: 555
Employees: 15
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $283,014,568
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 313552
Website: bulmanwealth.com (opens in new tab)
Phone: (916) 458-8199

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