Bullish Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bullish Wealth Planning provides advisory services to individuals (including high‑net‑worth clients) and business entities, offering ongoing portfolio management for individual accounts and comprehensive financial planning. The firm also assists clients with account paperwork and may recommend third‑party advisers or platforms as part of its service delivery.
The firm documents client objectives in individualized Investment Policy Statements and employs a mix of analysis methods — including charting, cyclical analysis, modern portfolio theory, and technical analysis — while generally pursuing a long‑term trading orientation. Although it provides portfolio management advice and regular monitoring, Bullish does not trade client accounts or exercise investment discretion itself and directs clients to a third‑party platform for execution and custody.
Notable features include the use of both fixed and hourly billing arrangements for financial planning engagements and collection of fees in advance, which is less common for firms of this type. The adviser is affiliated with an insurance practice and supervised persons may receive insurance commissions; the brochure discloses this conflict and also states clients typically pay Bullish’s advisory fees in addition to any third‑party platform or adviser fees.
Client services
Expertise
Fee options
Financial planning fixed fees range $300 to $6,000 initially; $50 per month after first year
1.00% annually
Hourly rate of $350 per hour for financial planning initial year
Financial planning ongoing fee of $50 per month after first year
Main office
7540 Ridge Road, Suite 200
Port Richey FL 34668
Advisors at this office
1
Most active in
Florida
Also doing business as
Bullish Wealth Planning · Bullish Wealth Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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