Bulldog Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Cumberland RI
Advisors at this office
1
Most active in
Massachusetts · Rhode Island
Also doing business as
Bulldog Financial Planning · Bulldog Financial Planning LLC · Randall, Patrick Matthew
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)