# Dana Morgera

> Dana Morgera is a fee-only financial advisor at Bull Oak Capital in Rancho Santa Fe, California. Bull Oak Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dana-morgera/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $261.6M across 397 accounts
- **CRD:** 8311019 (https://adviserinfo.sec.gov/individual/summary/8311019)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.bulloak.com

## Frequently asked questions

### Is Dana Morgera a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana 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 Dana charge for financial advice?

Dana's firm, Bull Oak Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dana Morgera based?

Dana Morgera is based in Rancho Santa Fe, California.

### Is Dana Morgera registered with the SEC?

Yes. Dana Morgera is registered as an investment adviser representative in CA (CRD 8311019), 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 Dana Morgera?

Through Dana's website, www.bulloak.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8311019): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.