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Bulman Wealth Group

Tel: 916-458-8199
3400 Douglas Blvd Ste 150
Roseville, CA 95661
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Bulman Wealth Group | Financial Advisor in Roseville ,CA

Your Journey. Our Compass. RISE Confidently.


About Bulman Wealth Group

At Bulman Wealth Group, we believe managing wealth should feel empowering not overwhelming. Our team of 17 professionals, including six experienced financial advisors and national strategic partners, offers the depth of services you'd expect from a larger firm with the personal attention of a boutique practice.

We serve individuals and families nationwide with comprehensive wealth management and retirement planning solutions designed to bring clarity and peace of mind.

With decades of collective experience, we understand the complexities of financial planning. Our role is to simplify the process and help you move forward with confidence through a personalized strategy that aligns with your goals and values.

Our commitment to you includes: Comprehensive Planning: Creating retirement plans designed to adapt to changing markets. Personalized Guidance: Tailoring strategies to your unique financial priorities. Education & Engagement: Offering resources that empower you to make confident decisions. Peace of Mind & Transparency: Building lasting relationships through integrity and care. Empowering Your Future: Supporting your vision for retirement and beyond.

From retirement income planning and investment strategies to tax-efficient approaches and legacy planning, we provide a holistic process focused on both today's needs and tomorrow's opportunities.

At Bulman Wealth Group, we're more than advisorswe're your partners. Our mission is to help you turn uncertainty into clarity and pursue the retirement you've been working toward with confidence.

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General Information

Firm Start Year:   2001
No. of Employees:   10-19
automated call:  Yes
Name of Custodial Firm:  Schawb and Fidelity
Work with the following types of clients:  Individual Investors, Businesses
Advisory Services Provided:  Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Services

Investment Types:  Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:  Phone, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:  Long Term Care, Life, Annuity, Disability

Firm Information

Assets Managed by Firm:  250,000,000.00

Compensation and Fees

Fee Structure:  Fee-Only
Compensation Methods:  Based on Assets
Minimum Fee Charged for Managed Accounts:  Negotiable

FAQs

Why should I choose you as my financial advisor?

At Bulman Wealth Group, we believe retirement planning is about more than watching the marketsit's about preparing for the life you want to live. We look at the entire picture of your financial journey, from income and investments to healthcare, taxes, and legacy planning. By taking a truly comprehensive approach, we help you design a plan that not only supports your needs today but also gives you peace of mind about tomorrow. Our goal is to give you peace of mind, knowing that you have a strategy in place to help protect what you've worked so hard for and to enjoy the retirement you envision.

How do you charge for your services?

At Bulman Wealth Group, your first and second meeting is always complimentary. After the second meeting, we'll ask if you would like to move forward with Bulman Wealth Group as your financial partner in your journey. Once we become your financial partner, our fee is based on the assets we manage. This typically ranges from 1% to 1.5%

What services do you provide? What are your specialties?

At Bulman Wealth Group, we take a comprehensive approach to financial planning through what we call the Five Points of the Financial Compass: Retirement Income Planning, Tax Planning, Estate Planning, Healthcare in Retirement, and Investment Management. This structured process is designed to address every aspect of your financial life, helping you move forward with clarity and confidence as you pursue your own vision of financial independence, especially throughout retirement.

What is your experience? How many clients do you currently manage?

At Bulman Wealth Group, we cater to a wide range of clients, including individuals and families from various walks of life. We understand that everyone's financial path is distinct. Whether your objective is to grow, maintain, or aim to secure your wealth for retirement, our experienced financial advisors are prepared to craft a strategy that resonates with your aspirations. Wealth management should extend beyond investment management; it's fundamentally about seeking to safeguard your lifestyle, navigating risks, and pursuing your financial aspirations. At the end of the day, we want to get to know you, where you stand today, your concerns, and what you envision for your future.

What financial institution(s) do you represent?

None

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://prod-www.wiseradvisor.com/disclosure/1893126/wiseradvisor-bulman-wealth-group-detailed-disclosure.html


Disclaimer

Investment advisory services are offered through Bulman Wealth Group, an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the SEC, nor indicate a particular level of skill or ability. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 3:00 PM

Communities Served

Headquartered in Roseville, California, with meeting locations available throughout Northern California, including Redwood City, Mountain View, Pleasanton, Concord/Walnut Creek, San Rafael, Napa, and Elk Grove.

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