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Next Bloom Wealth

Gladstone, Missouri

Fee-only

Next Bloom Wealth at a glance

  • One of 136 fee-only firms based in Missouri in the Wellspent graph.
  • 2 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 2 employees and 37 individual clients, 9 of them high net worth.
  • Its average account is about $250,000 (assets it manages divided by its 114 accounts).

Specialties Tax planning

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Based inGladstone, Missouri
Websitenextbloomwealth.com
Email[email protected]
Phone(816) 307-0548

Questions about Next Bloom Wealth

How many advisors does Next Bloom Wealth have in the Wellspent public graph?

The Wellspent public graph lists 2 advisors at Next Bloom Wealth, and 2 hold the CFP.

What is the average account at Next Bloom Wealth?

Next Bloom Wealth's average account is about $250,000. That's the assets on its Form ADV divided by its 114 accounts.

What does Next Bloom Wealth specialize in?

Next Bloom Wealth's advisors and website list tax planning.

Next Bloom Wealth fees

Next Bloom Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$28 million
Individual clients28
High-net-worth clients9
Accounts managed114
Employees2
Planning clients26-50
Financial planningOffered
Form ADV filedApril 28, 2026
SEC recordCRD 322155

Advisors at this firm (2)

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