Adam Beaty

CFP®, EA, RICP®

Bullogic Wealth Management

Founder, Financial Advisor

Contact Me

Adam Beaty

CFP®, EA, RICP®

Bullogic Wealth Management

Founder, Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Beaty, CFP®, EA, RICP®

Contact Me

832-543-8890

Website

Fee-Only financial planner located in Pearland, TX, serving clients locally and across the country

Adam Beaty is a Pearland, TX fee-only financial planner. Bullogic Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Beaty is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Adam Beaty has always been fascinated by the finance industry.

He obtained his degrees in Finance and Marketing from the University of Houston and utilized them in the stock market to manage a small conservative option hedge fund. As a Registered Investment Advisor, he was bombarded with questions such as, “How do I repair my credit?”, “How much money can I spend now that my husband has passed?”, and “How should I diversify my portfolio?” The problem with running a hedge fund is that you can only manage peoples’ investments, not help them manage their finances.

He became a CERTIFIED FINANCIAL PLANNER™ and started helping people with their money.

When Adam is not behind a computer screen working, you can find him in the kitchen perfecting another recipe or on the golf course searching for his perfect game.

Adam Beaty is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Managing Money is Hard

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Adam Beaty is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Adam Beaty is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Adam Beaty is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • RICP Retirement Income Certified Professional®
    Adam Beaty is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

Contact Adam Beaty

832-543-8890

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Office Locations:

  • 3571 Mustang Ridge Lane
    Pearland, TX 77584

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