Alex Borgardts
Next Bloom Wealth · Gladstone, Missouri
Alex Borgardts is a fee-only financial advisor at Next Bloom Wealth in Gladstone, Missouri, who holds the CFP, CPA/PFS and CPA credentials.
- $28M
- Firm assets managed
- $250,000
- Firm's average account
- 2018
- First securities exam
What Alex focuses on
How does Alex's firm compare?
-
Next Bloom Wealth's average account is about $250,000, from its Form ADV (assets managed divided by 114 accounts).
Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Next Bloom Wealth |
|---|---|
| Based in | Gladstone, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $28.5M across 114 accounts |
| Credentials | CFP · CPA/PFS · CPA · PFS |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6979606 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nextbloomwealth.com |
| Profile |
Request an introduction to Alex
Tell Alex a little about what you're looking for. Alex isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Missouri
Other advisors in Missouri who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Next Bloom Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.