Patrick Randall
Bulldog Financial Planning · Cumberland, Rhode Island
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.
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Specialties
Facts
| Firm | Bulldog Financial Planning |
|---|---|
| Based in | Cumberland, Rhode Island |
| Fee model | Hourly · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.2M across 15 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, RI · CRD 5326843 |
| Exams passed | Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bulldogfinancialplanning.com |
| Profile |
How Patrick's firm compares
- Bulldog Financial Planning's average account is about $147,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bulldog Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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