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Bullogic Wealth Management

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Client assets under management

$15,361,033

Clients

79

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

40

Typical

Average account size

$194,443

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) Business ownership considerations

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Fee options

Fixed

Comprehensive Financial Planning flat annual fee of $7,800.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.85%

Project-based

$300 per hour for financial planning projects.

Subscriptions

Comprehensive Financial Planning clients pay a flat annual fee of $7,800, payable monthly, quarterly, or annually.

Other

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 location

Bullogic Wealth Management

Pearland TX, United States

Number of offices

1

Most active in

More info

Louisiana · Pennsylvania · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 832-543-8890

Advisors at this firm

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user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Business ownership considerations
user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Business ownership considerations
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