Bulldog Financial Planning LLC fees
Financial planner in Cumberland, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bulldog Financial Planning LLC (Cumberland, RI) charges $300 an hour for financial planning.
- Website: bulldogfinancialplanning.com (opens in new tab)
- Call (401) 227-3957
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Rhode Island median of $293; 5 of the 9 other planners in Rhode Island that publish an hourly rate charge less.
“The hourly service rate will be set at $300 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Bulldog Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will not be collected in advance outside of a required deposit described below.”
- “There will be an invoice generated and sent to clients.”
About Bulldog Financial Planning LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 318804 (opens in new tab)
- Phone
- (401) 227-3957
Registered in 2 states: Massachusetts, Rhode Island
More planners in Rhode Island that publish fees
- Efficient Capital Strategies, LLCBarringtonQuarterly $500/qtr
- Eliot Rose Wealth Management, LLCProvidenceFlat $5,400
- D & P Investment Advisors, Ltd.WakefieldHourly $270-$300/hr, Annual up to $20,000/yr
- South County Wealth PlanningSaunderstownHourly from $300/hr, Flat from $3,500
- Lincoln Capital CorporationEast GreenwichFlat $1,200-$5,000
- Datum Wealth ManagementWarwickFlat $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.