# John Zaro

> John Zaro is a fee-only financial advisor at Bourgeon Capital Management in Darien, Connecticut, who holds the CFA credential. Bourgeon Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-zaro/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bourgeon Capital Management
- **Based in:** Darien, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Assets under management (firm):** $1.28B across 315 accounts
- **Credentials:** CFA
- **Works with:** Executives, Mid-life transitions, Ultra high net worth, Multi-generational families, Divorced individuals, Founders
- **CRD:** 715399 (https://adviserinfo.sec.gov/individual/summary/715399)
- **SEC registration:** Investment adviser representative in CA, CT, FL
- **Exams passed:** Series 63 (1981), Series 65 (1997)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.bourgeoncapital.com

## Frequently asked questions

### Is John Zaro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bourgeon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Bourgeon Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does John charge?

According to Bourgeon Capital Management's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Where is John Zaro based?

John Zaro is based in Darien, Connecticut.

### What credentials does John Zaro hold?

John Zaro holds the CFA credential.

### Is John Zaro registered with the SEC?

Yes. John Zaro is registered as an investment adviser representative in CA, CT and FL (CRD 715399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bourgeon Capital Management manage?

Bourgeon Capital Management reports $1.28B across 315 accounts in assets under management.

### How do I contact John Zaro?

Through John's website, www.bourgeoncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/715399): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bourgeoncapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.