Firm
Bulldog Financial Planning
Cumberland, Rhode Island
Fee-only
Bulldog Financial Planning at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients, 12 of them high net worth.
- Its average account is about $147,000 (assets it manages divided by its 15 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Cumberland, Rhode Island |
|---|---|
| Website | bulldogfinancialplanning.com |
| [email protected] | |
| Phone | (603) 860-5450 |
Bulldog Financial Planning fees
Bulldog Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| High-net-worth clients | 12 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 318804 |
Advisors at this firm (1)
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