A complete list of active advisors currently associated with Bullish Wealth Planning
Warmer can help you find a great advisor at Bullish Wealth Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bullish Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port Richey, FL
| 6
|
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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.
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