Firm
Bloch Private Wealth
The Colony, Texas
Fee-only
Bloch Private Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 6 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 24 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Colony, Texas |
|---|---|
| Website | blochprivatewealth.com |
| Phone | (214) 494-2715 |
Bloch Private Wealth fees
Bloch Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 1 |
| High-net-worth clients | 6 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 144135 |
Advisors at this firm (1)
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