Adam Beaty, CFP® Bullogic Wealth Management

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About Adam Beaty, CFP®

Hi, I’m Adam Beaty. I started Bullogic Wealth Management because managing money is hard work.

You’ve seen it happen.

A friend or colleague seems to be making all the right financial moves.

They bought a house, purchased that new car, their retirement accounts are overflowing, and they are stock-piling cash like it’s nobody’s business.

If you are like most people – you have no idea what to do with your money. If you’re lucky, you haven’t waited too long to get started.

You would think it would be easy.

You make money; you spend money. Spend less than you make and you are doing good.

Sounds simple.

But what are these few successful people doing differently?

That is exactly what happened to me when I started to care about my money.

I read books and I scoured the internet, but when it came to putting all of the pieces together, I was lost.

That’s when I decided I wasn’t alone.

Bullogic Wealth Management was started to help you put all of those pieces together and give you a clear picture of your finances.

Your retirement account or investments are not our only concern. We are financial life planners that want to make sure you are able to live the life you want.

I’ve accumulated over 10 years of experience working with clients and their investments. I wanted to reach more than just a client’s portfolio so I earned my CFP® Certification, now I can help clients manage their finances.

With my expertise, I can help you achieve your short-term goals and plan for the future. I have a knack for structuring retirement portfolios to make sure you don’t outlive your assets. By using social security maximization, asset allocation, and tax diversification we can give you the retirement you’ve always dreamed of.

When I’m not behind a computer you can find me in the kitchen perfecting a new recipe for my wife or on the golf course searching for my perfect game.

If you would like to talk to me about financial planning, set up a FREE consultation so we can learn more about each other.

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Ideal Clients

  • Baby Boomers
  • Established Professionals
  • Retirement Planning
  • Social Security

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly: 1%/income + 0.5%/net worth
  • Hourly: $200

SEC Records

States Registered

  • Texas

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