Bloch Private Wealth, LLC fees
Financial planner in The Colony, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 21, 2026, Bloch Private Wealth, LLC (The Colony, TX) charges $300 an hour for financial planning.
- Website: blochprivatewealth.com (opens in new tab)
- Call (214) 494-2715
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Texas median of $250; 56% of the 266 other planners in Texas that publish an hourly rate charge less.
“The fee is calculated at $300 per hour for every hour (or part hour) of work conducted by BPW under the terms of the Engagement Letter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Bloch Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are made aware of these additional charges before the expenses are incurred and billed.”
- “Half is invoiced when the engagement letter is signed and half is due when BPW delivers the written plan.”
- “Program Fees are charged on a quarterly basis in advance and prorated to the end of the quarter upon inception of the account.”
About Bloch Private Wealth, LLC
“Bloch Private Wealth, LLC (“BPW”) provides comprehensive wealth management services, including tax compliance and consulting, risk management and insurance review, estate planning, retirement planning, education planning, succession planning, cash management, and financial planning services.”
- Principal: Steven J. Bloch
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $8.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 21, 2026
- CRD number
- 144135 (opens in new tab)
- Phone
- (214) 494-2715
More planners in Texas that publish fees
- Bartee Capital Management, LLCMontgomeryHourly up to $500/hr, Flat up to $3,000
- Shadowridge Asset Management, LLCAustinHourly $200/hr
- Stevenson Advisory Services & InvestmentsWeatherfordHourly $150/hr
- Frontline Wealth ManagementDentonHourly $350/hr, Flat up to $2,000
- Damon WykrentFlower MoundHourly $150/hr, Flat up to $3,000
- Kelly Klingaman Financial Planning LLCAustinHourly $375/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.