Advisor at Blue Heron Capital
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Firm
Blue Heron Capital
Location
Englewood, CO 80112
Credentials
Series 65
Industry experience
4 years
Zachary Roberts is a financial advisor at Blue Heron Capital with four years of industry experience. He holds a Series 65 designation and has worked at Blue Heron Capital since 2026, following prior roles at Brookstone Capital Management and other organizations. Roberts is also an insurance agent for life and health through an affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm offers discretionary investment management, financial planning, and consulting, utilizing an active, asset-allocation approach with third-party tools and model managers, and operates its own wrap fee program.
Based on Blue Heron Capital
Fixed fees for standalone financial planning services starting at $2,500, may vary based on complexity
Up to 1.75% annually (negotiable on a client-by-client basis)
$350-$500 per hour for financial planning and consulting services
Account minimum: $250,000 (may be waived at Firm’s discretion)
2 Inverness Drive E., Suite 106
Englewood, CO 80112
Colorado · Texas
Blue Heron Capital, LLC
2026 - Present (1 year)
Brookstone Capital Management
2022 - 2026 (4 years)
Blue Heron Capital; DBA Name for Brookstone Capital Mgmt
2020 - 2026 (6 years)
Colorado Christian University
2019 - 2020 (1 year)
Trivela Safety
2019 - 2020 (1 year)
Colorado Christian University
2018 - 2020 (2 years)
The Walt Disney Company
2018 - 2018 (1 year)
Drywall Partitions Incorporated
2017 - 2017 (1 year)
Creative Dining Services
2017 - 2017 (1 year)
Dordt College
2016 - 2017 (1 year)
Trivela Safety
2016 - 2016 (1 year)
Eagle Ridge Academy
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 66
Parker, CO
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Skidmore Advisory Services, Inc.
CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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