# Bulldog Financial Planning LLC

> Bulldog Financial Planning LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 318804
- Filed as: BULLDOG FINANCIAL PLANNING LLC
- Legal name: Randall, Patrick Matthew
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318804
- AdvisorCensus page: https://advisorcensus.com/firm/bulldog-financial-planning-llc-318804

## Quick answers

**How is Bulldog Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bulldog Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bulldog Financial Planning LLC registered with the SEC or a state?**
Bulldog Financial Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318804.

**How much does Bulldog Financial Planning LLC manage?**
Bulldog Financial Planning LLC reports $2,203,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Bulldog Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12).

**Does Bulldog Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318804

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,203,000
- Discretionary: $2,203,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $246,000 |
| High net worth individuals | 12 | $1,957,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [buconnects.com/business-hub/business/91](https://buconnects.com/business-hub/business/91)
- [bulldogfinancialplanning.com](https://bulldogfinancialplanning.com)
- [directory.garrettplanningnetwork.com/rhode-island/cumberland/member/patrick-randall-cfp](https://directory.garrettplanningnetwork.com/rhode-island/cumberland/member/patrick-randall-cfp)
- [experience.com/reviews/patrick-randall-1753186180](https://experience.com/reviews/patrick-randall-1753186180)
- [letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f14eb2d0-41f1-43ff-a595-76fa66555f60](https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f14eb2d0-41f1-43ff-a595-76fa66555f60)
- [napfa.org/member/108455/41538](https://napfa.org/member/108455/41538)
- [truthsocial.com/@PatrickRandallBFP](https://truthsocial.com/@PatrickRandallBFP)
- Facebook @Bulldog-Financial-Planning-104663452135404
- Instagram @bulldogfinancialplanning
- LinkedIn @feed
- X @BulldogFinP
- YouTube @BFP-PatrickRandall

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bulldog Financial Planning LLC (CRD 318804): Form ADV filing data as of October 2026.