# Alex Borgardts

> Alex Borgardts is a fee-only financial advisor at Next Bloom Wealth in Gladstone, Missouri, who holds the CFP, CPA/PFS and CPA credentials. Alex focuses on tax planning. Next Bloom Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alex-borgardts/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Next Bloom Wealth
- **Based in:** Gladstone, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.5M across 114 accounts
- **Credentials:** CFP, CPA/PFS, CPA, PFS
- **Specialties:** Tax planning
- **CRD:** 6979606 (https://adviserinfo.sec.gov/individual/summary/6979606)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://nextbloomwealth.com

## Frequently asked questions

### Is Alex Borgardts a fee-only financial advisor?

Yes. Alex Borgardts is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.

### How does Alex Borgardts charge for financial advice?

Alex's firm, Next Bloom Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alex Borgardts based?

Alex Borgardts is based in Gladstone, Missouri.

### What does Alex Borgardts specialize in?

Alex Borgardts's specialties include tax planning.

### What credentials does Alex Borgardts hold?

Alex Borgardts holds the CFP, CPA/PFS, CPA and PFS credentials.

### Is Alex Borgardts registered with the SEC?

Yes. Alex Borgardts is registered as an investment adviser representative in KS, MO and TX (CRD 6979606), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Next Bloom Wealth manage?

Next Bloom Wealth reports $28.5M across 114 accounts in assets under management.

### How do I contact Alex Borgardts?

Through Alex Borgardts's website, nextbloomwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48980): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.nextbloomwealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

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