Zachary Emslie
Bluevine Advice · Kansas City, Missouri
Zachary Emslie is a fee-only financial advisor at Bluevine Advice in Kansas City, Missouri, who holds the CFP credential. Bluevine Advice reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bluevine Advice |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.4M across 41 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 5033134 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Zachary's firm compares
- Bluevine Advice's average account is about $131,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Zachary
Is Zachary Emslie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Bluevine Advice reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Bluevine Advice, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Emslie based?
Zachary Emslie is based in Kansas City, Missouri.
What credentials does Zachary Emslie hold?
Zachary Emslie holds the CFP credential.
Is Zachary Emslie registered with the SEC?
Yes. Zachary Emslie is registered as an investment adviser representative in MO and TX (CRD 5033134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluevine Advice manage?
Bluevine Advice reports $5.4M across 41 accounts in assets under management.
How do I contact Zachary Emslie?
Contact details aren't on file yet. Search for Bluevine Advice.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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
- 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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