# Peter Campbell

> Peter Campbell 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.

Page: https://find.wellspent.co/advisors/peter-campbell/
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
- **Credentials:** CFP
- **CRD:** 6852999 (https://adviserinfo.sec.gov/individual/summary/6852999)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.bulloak.com

## Frequently asked questions

### Is Peter Campbell a fee-only financial advisor?

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

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

### Where is Peter Campbell based?

Peter Campbell is based in Rancho Santa Fe, California.

### What credentials does Peter Campbell hold?

Peter Campbell holds the CFP credential.

### Is Peter Campbell registered with the SEC?

Yes. Peter Campbell is registered as an investment adviser representative in CA and TX (CRD 6852999), 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 Peter Campbell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6852999): 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.