Todd Heckman
Blue Jasper Capital · Clermont, Florida
Todd Heckman is a fee-only financial advisor at Blue Jasper Capital in Clermont, Florida. Todd focuses on tax planning and small business owners. Blue Jasper Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Blue Jasper Capital |
|---|---|
| Based in | Clermont, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $23.6M across 191 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1685089 |
| Exams passed | Series 63 (1989) · Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bluejaspercapital.com |
How Todd's firm compares
- Blue Jasper Capital's average account is about $124,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about Todd
Is Todd Heckman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Blue Jasper Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Blue Jasper Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Todd Heckman based?
Todd Heckman is based in Clermont, Florida.
What does Todd specialize in?
Todd's specialties include tax planning and small business owners. Todd works with founders.
Is Todd Heckman registered with the SEC?
Yes. Todd Heckman is registered as an investment adviser representative in FL (CRD 1685089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Jasper Capital manage?
Blue Jasper Capital reports $23.6M across 191 accounts in assets under management.
How do I contact Todd Heckman?
Through Todd's website, www.bluejaspercapital.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
- Blue Jasper Capital 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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