Managing money is hard.

We will help you make sense of your money and investments, so you can spend your time living, not worrying.

Managing money is hard.

We will help you make sense of your money and investments, so you can spend your time living, not worrying.

Bullogic Wealth Management

Your comprehensive financial planner
Fee-Only Financial Advisors

As fee-only advisors, we never accept commissions for products we recommend. Your needs are always our #1 priority.  We will never be tempted to put you into financial products that are not right for you.


Fiduciary duty is the highest standard of care. Our advisors are legally and ethically required to act in your best interest. We will continually monitor your financial situation and adhere to best practices of conduct.


Not all financial planners are certified. We are. CFP® professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care. 

Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you. From this shared understanding we can work together to achieve your goals.

Our Process

Let’s start your plan with what brought you into our office in the first place. Do you have goals you need a clear-cut plan and action items for? Maybe you were facing some financial questions that didn’t have easy answers so you need some guidance. Or, maybe you are just stressed about your finances and need some clarity.

No matter what brought you into our office, that is our primary focus. Let’s answer your questions, give you a plan, and help you sleep better at night. 

Once your plan is in place and we are both working towards your goals, we will turn our focus to other areas of your finances. Every month we will target a different area (cash flow, debt, tax planning, insurance, net worth review, etc.) of your finances so we can make improvements to your overall financial wellbeing.

At the end of the month you will receive a report with our analysis, your score, peer score, and action items to make improvements in that area.

We work with our clients on a comprehensive and ongoing basis. It is important to us that you are working towards your goals and the improvement of your financial wellbeing. At a minimum, we meet with clients twice a year; April and October. This allows us to make sure everyone is still on track, give the next steps, and make changes as your life changes.

We are here for you whenever you need us. Our phone, email, and office are always open. If you need to schedule more meetings during the year, we welcome it.

View our Sample Monthly Financial Reports

Cash Flow Summary

Credit Report Summary

Savings Summary

Real Estate Summary

Debt Summary

Insurance Summary

Tax Planning Summary

Net Worth Summary

We are here to help you improve what’s working in your finances, fix what isn’t, and make sure you reach your goals.

Pay Down Debt

Student loans and credit card debt weighing you down? We will help you crawl out from your mountain of debt and make good use of your money.

Fund Retirement Accounts

How much do you need for retirement? 1 million? 2 million? We will help you answer that question, and then get you there.

Short-Term Goals

Life isn’t all about retirement. Are you buying a new house, getting married, and taking great vacations? We will help you fund your short-term and long-term goals.

Investment Management

The key to financial freedom is through proper investment allocation. We will help you find your risk tolerance and make good investment decisions in your 401k, retirement, and traditional accounts.

Implement Tax Saving Strategies

Overpaying in taxes doesn’t help you achieve your goals. There are plenty of ways to plan your accounts and investments to make better use of your money.

Insurance & Estate Planning

Are you prepared for the inevitable? You need to make sure your family is covered and your assets are properly distributed according to your wishes as efficiently as possible.
Here are 30 powerful ways Bullogic Wealth Management can help you remove the stress of your financial burden, either through one-time projects or on-going comprehensive financial planning:
Budgeting and allocating your monthly finances

Maximize your social security benefits

Staying on track with financial accountability

Planning for retired health-care expenses

Business exit strategies

Proper distribution of employee stock options and pensions

Ensure adequate coverage through life-insurance

Deciding on renting or buying a house

Managing your inheritance

Helping you build a health savings account

Analyzing employee benefit packages (401k, 403b, 457)

Paying down credit card debt

Establish appropriate emergency fund

Make sure you reach retirement goals

Minimize your taxes

Proper selection and funding of an IRA/Roth IRA

Limiting your exposure to self-employment risks

Deciding on buying or leasing automobiles

Helping you merge finances for marriage

Educating you on various financial topics

Establish employee benefits for small business owners

Determine how much you can spend during retirement

Maximize your student loan repayment

Analyze your risk tolerance to maximize investment returns

Save for secondary school and college for kids and grandkids

Achieve short-term goals (vacations, houses, weddings)

Charitable planning

Secure proper coverage in health and disability

Rebalance your portfolio for proper allocation

Allocate your assets through estate planning

Estimate Your Financial Planning Fee

Our fees are designed to be reasonable and to grow as you grow. We calculate a yearly fee once every two years and break it down to a monthly retainer. We start our fee structure as 1% of last year’s net income plus 0.5% of investable assets. Use this calculator to estimate your monthly retainer.

Include your and your spouse’s income
Do not include value of homes, cars, or businesses
Monthly Fee$

If your finances are causing you stress, you owe yourself Bullogic Wealth Management

Take the first step and schedule your discovery call today.

Free 30-Minute Phone Call

Get on the phone with us to make sure we are the right fit for you. Once you decide we are, we can move on to the next step.

No-Pressure Phone Call

No hard pitches; no pressure to sign-up. This is a simple phone call to learn more about each other and how we can benefit you and your needs.

Answers to Your Questions

Why do you charge a monthly retainer?
We never stop working for you. We are constantly monitoring your progress towards your financial goals. We also understand your situation changes all of the time, so we will need to change with you. By keeping us on a retainer, you have year-long access to us. Don’t wait for our next meeting if you have a question. Pick up the phone or shoot us an email.
What happens if I can't make every meeting?
That’s okay. We understand you are busy. If you can’t make a meeting, we can schedule a phone call or virtual meeting to update you on our progress. If you are even too busy for that, we will send you an email updating you on our progress and any tasks we need you to complete.
Do you have an example fee?

If you and your spouse have a combined net income of $150,000 a year, plus retirement accounts of $50,000, your monthly fee would be $145. 1% of net income is $1,500 plus 0.5% of investable assets, $250. We take the $1,750 and divide it by 12 to get your monthly fee.

Do you work in person or virtually?
We work however you want. If you want to come in and see us in person, we are here. If you are not local or you prefer a virtual discussion, we will work with you in an online meeting or over the phone. You will be able to upload all documents to our secure online storage, and we will be able to share our video and screen with you during the meetings.
Will you handle just investments?
Yes, we specialize in financial planning and investment management. We can handle any combination of these services.
Do you do any hourly work?
Yes. If you are not interested in the full comprehensive financial plan, we can accommodate single projects on an hourly basis. Our current hourly rate is $200/hr.