Next Bloom Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Bloom Wealth serves individual and high-net-worth clients, as well as corporate or business clients, through investment management and financial planning. In addition to typical portfolio management, the firm offers tax preparation, estate planning support, and access to fee-based annuities as part of its advisory services.
The firm follows a primarily passive, asset-allocation approach informed by fundamental analysis, and it tailors portfolios to clients’ objectives, risk tolerance, and liquidity needs. Next Bloom Wealth uses third‑party model and manager solutions — including the Altruist Model Marketplace and outside managers — to implement strategies and conducts at least annual account reviews.
What distinguishes the firm from many peers is the combination of planning-adjacent services and platform use: its recent brochure amendments add tax preparation and estate-planning services (including coordination with EncorEstate Plans) and disclose the passthrough of Model Marketplace and tax‑tool fees to clients. The advisory team includes CFP professionals and accounting credentials, and the firm operates as a fee‑only RIA with a $500,000 stated account minimum while managing roughly $28.5 million for a relatively small client base.
Client services
Expertise
Fee options
Estate planning flat fees range from $500 to $3,000; initial financial plan fixed fees range from $3,500 to $10,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Hourly financial planning services at $250 per hour, negotiable.
Account minimum: $500,000 Minimum fee: Minimum fee for Initial Financial Plan service ranges between $3,500 to $10,000 Fee-only: Fee-only firm; compensated solely by clients for advisory services; no commissions or sales-related compensation.
Main office
7001 N Locust St. #C208
Gladstone MO 64118
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
Also doing business as
Next Bloom Wealth · Next Bloom Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ashley D
CFP®, Series 63, Series 65
Gladstone, MO
Next Bloom Wealth
Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.
Alex B
CFP®, CPA, PFS™
Gladstone, MO
Next Bloom Wealth
Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)