Colin Summers
Bull Oak Capital · Rancho Santa Fe, California
Colin Summers is a fee-only financial advisor at Bull Oak Capital in Rancho Santa Fe, California, who holds the CFP credential. Bull Oak Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bull Oak Capital |
|---|---|
| Based in | Rancho Santa Fe, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $261.6M across 397 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8143742 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bulloak.com |
How Colin's firm compares
- Bull Oak Capital's average account is about $659,000, from its Form ADV (assets managed divided by 397 accounts).
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Questions about Colin
Is Colin Summers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and Bull Oak Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, Bull Oak Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Colin Summers based?
Colin Summers is based in Rancho Santa Fe, California.
What credentials does Colin Summers hold?
Colin Summers holds the CFP credential.
Is Colin Summers registered with the SEC?
Yes. Colin Summers is registered as an investment adviser representative in CA (CRD 8143742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bull Oak Capital manage?
Bull Oak Capital reports $261.6M across 397 accounts in assets under management.
How do I contact Colin Summers?
Through Colin's website, www.bulloak.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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