Zachary Roberts
Blue Heron Capital · Englewood, Colorado
Zachary Roberts is a fee-only financial advisor at Blue Heron Capital in Englewood, Colorado. Zachary focuses on retirement planning, tax planning and estate & legacy planning. Blue Heron Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Blue Heron Capital |
|---|---|
| Based in | Englewood, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $102.2M across 542 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7515420 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | yourmoneyyourretirement.com |
How Zachary's firm compares
- Blue Heron Capital's average account is about $189,000, from its Form ADV (assets managed divided by 542 accounts).
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Questions about Zachary
Is Zachary Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Blue Heron Capital 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, Blue Heron Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Roberts based?
Zachary Roberts is based in Englewood, Colorado.
What does Zachary specialize in?
Zachary's specialties include retirement planning, tax planning and estate & legacy planning. Zachary works with retirees and pre-retirees.
Is Zachary Roberts registered with the SEC?
Yes. Zachary Roberts is registered as an investment adviser representative in CO and TX (CRD 7515420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Heron Capital manage?
Blue Heron Capital reports $102.2M across 542 accounts in assets under management.
How do I contact Zachary Roberts?
Through Zachary's website, yourmoneyyourretirement.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 Heron 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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