Bullogic Wealth Management

Bullogic Wealth Management is a small advisory firm that serves primarily individual clients and employer plan sponsors, offering portfolio management, comprehensive financial planning, and employee benefit-plan services. The firm also provides tax return preparation through an affiliated entity and integrates reviews of cash flow, insurance, retirement, and estate planning into its client engagements.

Bullogic’s investment work is centered on passive portfolio construction using asset-class weightings and low-cost index funds and ETFs, while also employing fundamental, technical, cyclical, and charting analysis and, when appropriate, referring clients to outside managers. Clients can engage through ongoing investment management or a comprehensive planning subscription that combines continuous planning, portfolio oversight, and tax-preparation services.

Distinctive features include affiliated businesses that broaden in-house capabilities—an operating tax-preparation practice and an insurance agency owned by the principal—and the firm’s use of solicitor/referral arrangements, including participation in the Zoe Advisor Network, which involves sharing a portion of advisory fees for referred clients. The firm operates at a modest scale (about $14.2 million in discretionary AUM with two advisors and roughly 63 client relationships) and discloses direct-fee billing and custodian relationships with platforms such as Charles Schwab and SEI.