General Info

Bulldog Financial Planning's Mission Statement is simple: Put you and your family first while delivering you dependable expertise with every service. The Fee Only company has a fiduciary responsibility to every client which means Patrick will put you and your family's interests first. Simple Fee Structure with Full Disclosure of Compensation. Hourly Financial Planning/Wealth Management Fees. Wrap Expenses for Discretionary Managed Accounts/Wealth Management. assets under management requirements, a transfer of assets, or other hidden incentives.