Bluevine Advice 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.

Flat or project fee

$500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $25 - $1,000 per month.”

Monthly fee

$25⁠-⁠$1,000/mo

From the same sentence as above.

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

How Bluevine Advice bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Bluevine Advice’s fees compare

• Its flat or project fee of $500 is below the Missouri median of $3,550. 4% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Bluevine Advice

• Principal: Zachary Emslie
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$5,384,235

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311530

Phone

(816) 652-2352

Other planners in Kansas City that publish fees

• Buttonwood Financial Group, LLCKansas City$300⁠-⁠$600/hr, $300⁠-⁠$30,000/qtr
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr
• HDQ WealthKansas City$500/hr, $12,000⁠-⁠$250,000/yr

Compare all 28 planners in Kansas City