Bulldog Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,203,000
Clients
12
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$183,583
About
Bulldog Financial Planning provides fee‑only financial planning, one‑time or ongoing advice sessions, group seminars and training, and discretionary portfolio management to individuals, families, trusts and small domestic businesses. Its planning covers comprehensive topics such as retirement, taxes, estate and special‑needs planning, while its practice also offers educational seminars and training sessions to individuals, business employees and community groups.
The firm tailors investment strategies with written investment policy statements and regular reviews, using fundamental, strategic, economic and technical analysis to inform discretionary trading across equities, bonds, mutual funds, ETFs, options, cryptocurrencies and precious metals. Clients receive ongoing monitoring, quarterly communications and formal performance reporting as part of the advisory relationship.
Noteworthy for an independent RIA, the firm operates a sponsor‑style wrap fee portfolio management program that bundles trading and reporting services and explicitly provides performance reporting in client materials, and its client‑facing communications (newsletters, seminar materials and program literature) incorporate performance illustrations, hypothetical examples, and client endorsements or testimonials. The adviser also uses derivatives such as options within managed accounts and emphasizes educational outreach as a routine part of its service mix, managing roughly $2.2 million in discretionary assets.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Medicare planning
Fee options
Flat fees may be charged for seminars or training sessions; financial planning project fees may be charged on a flat-fee or project basis with a 25% deposit up to $450.
$0 - $250,000: 1.25% annually $250,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01+: 0.50% annually
Financial Planning hourly rate at $300 per hour.
Minimum fee: Minimum account fee of $1,500 annually for Portfolio Management - Investment Account Management WRAP Program, may be waived at discretion of Bulldog Financial Planning. Fee-only: Fee-only firm, no commissions or other compensation based on product sales.
Main office location
Bulldog Financial Planning LLC
Cumberland RI, United States
Number of offices
1
Most active in
Bulldog Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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Instagram
YouTube
Website
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