Bulldog Financial Planning LLC

Overview

Bulldog Financial Planning LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm emphasizes financial planning and discretionary portfolio management for individuals and small businesses, and it also runs educational seminars and workshops. Its fee model is a mix of asset-based fees, hourly charges and fixed fees, which allows for both ongoing advisory relationships and project-based planning engagements. Investment activity is tilted toward publicly traded equities. The firm reports a clear preference for exchange-traded equities as the primary allocation in client portfolios. That equity focus is complemented by allocations to mutual funds for broad exposure and selected alternative placements in real estate and digital currency. The custody relationships and asset mix suggest a blend of passive, low-cost instruments alongside more actively traded positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices