Bullogic Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bullogic Wealth Management is a small, state‑registered advisory firm that manages roughly $15.4 million in discretionary assets for about 79 clients through a two‑advisor team. The firm provides portfolio management and a range of planning services for individuals and institutional clients, including comprehensive financial planning and employee benefit plan consulting, and it offers tax preparation and insurance services through related business entities.
Bullogic predominantly takes a passive investment approach, building portfolios from low‑cost index mutual funds and ETFs to achieve targeted asset‑class allocations, while conducting periodic account reviews. For investment analysis and planning work the firm also employs fundamental, technical, cyclical and charting methods and may refer clients to or monitor third‑party managers for specific mandates.
What distinguishes the firm from many peers is the integration of affiliated businesses into its service model: it operates an affiliated tax‑preparation practice staffed by enrolled agents and an affiliated insurance agency through which it may sell insurance products and receive compensation. The firm also uses third‑party referral arrangements (including participation in a national advisor referral network) and discloses paying solicitors for client introductions.
Client services
Expertise
Fee options
Comprehensive Financial Planning flat annual fee of $7,800.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.85%
$300 per hour for financial planning projects.
Comprehensive Financial Planning clients pay a flat annual fee of $7,800, payable monthly, quarterly, or annually.
Minimum fee: Minimum annual fee is $2,500 for multi-employee employer benefit plans; no minimum annual fee for individual accounts. Fee-only: Investment advisory fees are paid on assets under management; financial planning hourly fee of $300 per hour; comprehensive financial planning flat annual fee of $7,800.
Main office
See officePearland TX
Advisors at this office
1
Most active in
Louisiana · Pennsylvania · Texas
Also doing business as
Bullogic Wealth Management · Bullogic Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert D
CFP®
Folsom, PA
Bullogic Wealth Management
Robert Dowd is a CFP® professional with seven years of industry experience. He is currently with Bullogic Wealth Management, where he has worked since 2023. His prior experience includes roles at TGS Financial Advisors, Hoover Financial Advisors, Inc., and Kelmar Associates. Bullogic Wealth Management serves individual clients and employer plan sponsors, providing portfolio management, comprehensive financial planning, and employee benefit-plan services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by various analytical approaches and access to outside managers when appropriate.
Adam B
CFP®, Series 65
Pearland, TX
Bullogic Wealth Management
Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.
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