Bullogic Wealth Management fees and pricing

Financial planner in Pearland, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 24, 2026, Bullogic Wealth Management charges $300 an hour and an annual fee of $7,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Financial Planning project fee is an hourly rate of $300.00 per hour.”
Annual fee
$7,800/yr
“Bullogic charges a flat annual fee of $7,800 that can be paid monthly, quarterly, or annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bullogic Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees for this service may be paid by electronic funds transfer, check, credit card or debited from the clients' assets under management.”
  • “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
  • “Fees and Compensation (continued) Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”

How Bullogic Wealth Management’s fees compare

  • Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Pearland that publish an hourly rate charge less.
  • Its annual fee of $7,800 is above the Texas median of $6,000. 64% of the 106 other Texas planners that publish an annual fee charge less.

About Bullogic Wealth Management

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
No minimum stated in brochure
Clients
79
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$15,361,033
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
298318
Website
bullogicwealth.com (opens in new tab)
Phone
(832) 543-8890

Can advise clients in 3 states: Louisiana, Pennsylvania, Texas

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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.