Steven Bloch
Bloch Private Wealth · The Colony, Texas
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.
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Specialties
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 |
| Assets under management | $8.5M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5389099 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | blochprivatewealth.com |
How Steven's firm compares
- Bloch Private Wealth's average account is about $354,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on tax planning
Where this information comes from
- SEC adviser records : 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
- Bloch Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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