Blue Heron Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Hourly financial planning fees range from $350-$500/hour.”

Flat or project fee

$2,500

“Fixed fees start at $2,500 and may be more depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Heron Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If services commenced in the middle of the billing period, then the prorated fee BHC WEALTH MANAGEMENT, LLC MARCH 2026 | PAGE 7 for that billing period and any fees due to the Firm will be deducted from the Client’s account.”
• “Fees are billed as defined in the Client Investment Advisory Agreement.”
• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”

How Blue Heron Capital’s fees compare

• Its hourly rate of $350-$500 is above the Colorado median of $300. 87% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Englewood that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Englewood that publish a flat or project fee charge less.

About Blue Heron Capital

• Firm size: 8 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

205

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$102,210,253

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339475

Website

linkedin.com/company/blue-heron (opens in new tab)

Phone

(720) 488-8604

Can advise clients in 2 states: Colorado, Texas

Other planners in Englewood that publish fees

• Copper River Advisors LLCEnglewood$500
• New Light FinancialEnglewood$500/hr
• Ridgegate Advisors, LLCEnglewood$1,250
• Rigden Capital StrategiesEnglewood$300/hr, $1,500⁠-⁠$5,000
• Simpliphi CapitalEnglewood$1,000⁠-⁠$5,000
• Wealth Watch Advisors, IncEnglewood$250⁠-⁠$5,000, $5,000/yr

Compare all 9 planners in Englewood