Dana Morgera
Bull Oak Capital · Rancho Santa Fe, California
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 8311019 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bulloak.com |
How Dana'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 Dana
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.
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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