# Andrew Bloom

> Andrew Bloom is a fee-only financial advisor at MB Generational Wealth in Spokane, Washington, who holds the CFP and CFA credentials. Andrew charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/andrew-bloom/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MB Generational Wealth
- **Based in:** Spokane, Washington
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $404.4M across 398 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6002395 (https://adviserinfo.sec.gov/individual/summary/6002395)
- **SEC registration:** Investment adviser representative in HI, TX, WA
- **Exams passed:** Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.mbgenwealth.com/

## Frequently asked questions

### Is Andrew Bloom a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and MB Generational Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets.

### Where is Andrew Bloom based?

Andrew Bloom is based in Spokane, Washington.

### What does Andrew specialize in?

Andrew's specialties include retirement planning and tax planning.

### What credentials does Andrew Bloom hold?

Andrew Bloom holds the CFP and CFA credentials.

### Is Andrew Bloom registered with the SEC?

Yes. Andrew Bloom is registered as an investment adviser representative in HI, TX and WA (CRD 6002395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MB Generational Wealth manage?

MB Generational Wealth reports $404.4M across 398 accounts in assets under management.

### How do I contact Andrew Bloom?

Through Andrew's website, www.mbgenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6002395): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mbgenwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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