Bull Oak
No reviews yet · Serves Nationwide · Specializes in Pre-Retirees (5-10 years out), Retirees, Young Professionals
Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.
Services
- Executive Compensation
- Exit Planning
- Financial Planning
- Investment Management
- Portfolio Management
- Retirement Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee + AUM — $0 custom
Client Case Studies
Challenge
Solution
Result
Frequently asked questions
- Who's a good fit for your service?
- We work best with early retirees, successful professionals, and executives who are looking to delegate their ongoing financial planning and investing needs. You’ve achieved great things and are too busy to manage the complexity of your finances. You also understand the benefit of an experienced human advisor. Most importantly, genuinely nice people. We value kindness and mutual respect.
- What happens after I start to work with Bull Oak?
- Once you start working with Bull Oak, we’ll begin with a mind-mapping session and throw everything on a whiteboard. We’ll dig into why you’ve worked hard for your money and what it’s all for. From there, we’ll create a plan to achieve your version of success. This is a jumping-off point. It’s not a document that collects dust—it’s a methodology. Bull Oak will continually oversee and optimize your finances. But beyond the work we do behind the scenes, we’ll also meet with you throughout the year.
- What are your fees?
- Bull Oak’s fee structure is designed to be simple, fair, and transparent. We aim to build long-term relationships and provide outsized value relative to our costs. No commissions, hidden fees, or extra charges. We charge a flat annual fee of $15,500. There is also a separate fee based on assets under management. There’s no charge on the first $1 million we manage, and just 0.35% on anything above that. Together, these fees cover all of our services, including financial planning, investment management, tax strategy, prep, and filing.
- What services do I get for your fee?
- Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
- Do you prep and file taxes?
- Yes. We provide tax preparation, filing, and ongoing consulting at no additional charge. We’re uniquely positioned to maximize your after-tax returns by integrating investment and tax strategy. Bull Oak financial advisors collaborate closely with our tax preparer on your behalf to free up your time and create the most efficient return possible. Our goal is to make your experience as hands-off and world-class as possible.
- Do you offer hourly billing or one-time project engagements?
- We do our best work with clients seeking a long-term relationship. At this time, Bull Oak does not offer hourly billing or one-time project engagements.