# Steven Bloch

> Steven Bloch is a fee-only financial advisor at Bloch Private Wealth in The Colony, Texas, who holds the CFP credential. Steven focuses on tax planning, estate & legacy planning and small business owners. Bloch Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-bloch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bloch Private Wealth
- **Based in:** The Colony, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.5M across 24 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 5389099 (https://adviserinfo.sec.gov/individual/summary/5389099)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://blochprivatewealth.com

## Frequently asked questions

### Is Steven Bloch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Bloch Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Bloch Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Bloch based?

Steven Bloch is based in The Colony, Texas.

### What does Steven specialize in?

Steven's specialties include tax planning, estate & legacy planning and small business owners.

### What credentials does Steven Bloch hold?

Steven Bloch holds the CFP credential.

### Is Steven Bloch registered with the SEC?

Yes. Steven Bloch is registered as an investment adviser representative in TX (CRD 5389099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bloch Private Wealth manage?

Bloch Private Wealth reports $8.5M across 24 accounts in assets under management.

### How do I contact Steven Bloch?

Through Steven's website, blochprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5389099): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.blochprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.