Ashley Dickson
Next Bloom Wealth · Gladstone, Missouri
Ashley Dickson is a fee-only financial advisor at Next Bloom Wealth in Gladstone, Missouri, who holds the CFP credential.
- $28M
- Firm assets managed
- $250,000
- Firm's average account
- 2018
- First securities exam
How does Ashley's firm compare?
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Next Bloom Wealth's average account is about $250,000, from its Form ADV (assets managed divided by 114 accounts).
Questions about Ashley
Is Ashley Dickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley Dickson holds no broker registration, and Next Bloom Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley Dickson charge for financial advice?
Ashley's firm, Next Bloom Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Dickson based?
Ashley Dickson is based in Gladstone, Missouri.
What credentials does Ashley Dickson hold?
Ashley Dickson holds the CFP credential.
Is Ashley Dickson registered with the SEC?
Yes. Ashley Dickson is registered as an investment adviser representative in KS, MO and TX (CRD 6993977), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Ashley Dickson?
Through Ashley Dickson'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 |
| Assets under management | $28.5M across 114 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6993977 |
| Exams passed | Series 63 (2018) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nextbloomwealth.com |
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Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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