# Patrick Randall

> Patrick Randall is a fee-only financial advisor at Bulldog Financial Planning in Cumberland, Rhode Island, who holds the CFP credential. Patrick charges hourly fees and a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/patrick-randall/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bulldog Financial Planning
- **Based in:** Cumberland, Rhode Island
- **Fee model:** Hourly; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.2M across 15 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5326843 (https://adviserinfo.sec.gov/individual/summary/5326843)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 63 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://bulldogfinancialplanning.com

## Frequently asked questions

### Is Patrick Randall a fee-only financial advisor?

Yes. Patrick Randall is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick charges hourly fees and a percentage of assets.

### Where is Patrick Randall based?

Patrick Randall is based in Cumberland, Rhode Island.

### What does Patrick specialize in?

Patrick's specialties include retirement planning.

### What credentials does Patrick Randall hold?

Patrick Randall holds the CFP credential.

### Is Patrick Randall registered with the SEC?

Yes. Patrick Randall is registered as an investment adviser representative in MA and RI (CRD 5326843), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bulldog Financial Planning manage?

Bulldog Financial Planning reports $2.2M across 15 accounts in assets under management.

### How do I contact Patrick Randall?

Through Patrick's website, bulldogfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48102): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bulldogfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.