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Block Wealth Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$186,473,673
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
75
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$2,486,316
About
Block Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and corporate or business clients, and acts as an adviser to retirement plan sponsors. The firm provides financial planning, discretionary investment advisory and portfolio management, portfolio‑tracking services for externally managed assets, and fiduciary and consulting services for ERISA retirement plans.
The firm’s investment process is built around Modern Portfolio Theory and a long‑term allocation approach, with portfolios primarily implemented using Dimensional Fund Advisors funds and tailored to each client’s risk tolerance and time horizon. Engagements typically begin with information gathering and an Investment Policy Statement, include periodic rebalancing and quarterly monitoring, and can use model allocation portfolios and written performance reporting.
Notable differences from many independent peers include the firm principal’s accounting credentials and licensed insurance practice, which the firm integrates into financial planning by providing tax guidance and insurance recommendations as part of its services. The firm also offers a broad set of retirement‑plan capabilities — from discretionary plan‑menu management and QDIA designation to participant education via onsite meetings and an interactive web tool — and provides third‑party portal‑based tax‑basis and performance tracking for accounts it does not manage.
Client services
Financial planning
Portfolio management
Pension consulting
Portfolio tracking services
Expertise
Cash flow / budgeting
Wealth management
Fee options
Financial Planning fixed fees ranging from $1,000 to $20,000 annually; Portfolio Tracking fixed fees from $100 to $1,000 per quarter
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $2,999,999: 0.50% annually $3,000,000+: Negotiable rate
Insurance commissions may be received by Kirk Block if client elects to purchase recommended insurance products
Hourly rate between $250 and $500 for one-time investment reviews
Minimum fee: Fiduciary Services have a minimum annual flat fee of $1,500 (can be waived or varied at Firm's discretion) Fee-only: Investment Advisory Services fees based on tiered percentage of AUM; Financial Planning fixed fees; Portfolio Tracking fixed fees; Hourly fees for one-time investment reviews; Fiduciary Services fees tiered by plan assets with minimum fee
Most active in
Block Wealth Management, Inc has reported serving >5 clients in these states in the last 12 months.
California · New Hampshire · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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