Next Bloom Wealth fees and pricing
Financial planner in Gladstone, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2026, Next Bloom Wealth charges $250 an hour and a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250 per hour, per Investment Advisor Representative and our hourly rate is negotiable based on scope, complexity and Client needs.”
- Flat or project fee
- $3,500-$10,000
“Fixed fee rates range between a minimum fee of $3,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Next Bloom Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services 7 The fee is based on a percentage of assets under management and is negotiable.”
- “Fees are calculated in arrears at the end of each month and charged to the designated Client account, appearing on the statement.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Next Bloom Wealth’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the Missouri median of $3,550. 75% of the 77 other Missouri planners that publish a flat or project fee charge less.
About Next Bloom Wealth
“We offer Investment Management and Financial Planning Services.”
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $3,500 minimum fee (stated in brochure)
- Clients
- 37
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $28,483,070
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322155
- Phone
- (816) 307-0548
Other planners in Missouri that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.