Heather Holtzinger
RoseCap Financial Advisors · Denver, Colorado
Heather Holtzinger is a fee-only financial advisor at RoseCap Financial Advisors in Denver, Colorado, who holds the CFP credential. Heather focuses on tax planning. RoseCap Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | RoseCap Financial Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $527.5M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2717242 |
| Exams passed | Series 63 (2000) · Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.rosecap.com |
How Heather's firm compares
- RoseCap Financial Advisors's average account is about $707,000, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Heather
Is Heather Holtzinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and RoseCap Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, RoseCap Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Heather Holtzinger based?
Heather Holtzinger is based in Denver, Colorado.
What does Heather specialize in?
Heather's specialties include tax planning.
What credentials does Heather Holtzinger hold?
Heather Holtzinger holds the CFP credential.
Is Heather Holtzinger registered with the SEC?
Yes. Heather Holtzinger is registered as an investment adviser representative in CO and TX (CRD 2717242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RoseCap Financial Advisors manage?
RoseCap Financial Advisors reports $527.5M across 746 accounts in assets under management.
How do I contact Heather Holtzinger?
Through Heather's website, www.rosecap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- RoseCap Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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