Zachary Reed Emslie
Advisor at BlueVine Advice — Kansas City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Kansas City, MO 64131
BlueVine Advice
Independent
Total advisors
1Clients per advisor
15 TypicalAvg AUM per client
$358,949 LowHNW client ratio
0% LowZachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.
Based on BlueVine Advice
Based on BlueVine Advice
Upfront charge of $500 for Comprehensive Financial Planning
$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Ongoing Comprehensive Financial Planning monthly fees ranging from $25 to $1,000 per month
Fee-only: Ongoing Comprehensive Financial Planning: $25 - $1,000 per month plus $500 upfront fee
Kansas City, MO
800 E 101st Terrace, Suite 350
Kansas City MO 64131
Advisors at this office
1
Missouri · Texas
20 years of industry experience
BlueVine Advisors, LLC
2020 - Present • 6 years
Kansas City, MO
Capital-E-Advisors, LLC
2018 - 2020 • 2 years
Leawood, KS
Sterneck Capital Management, Llc
2011 - 2018 • 7 years
Kansas City, MO
TD Ameritrade, INC.
2007 - 2011 • 4 years
TD Ameritrade Investment Management, LLC
2007 - 2011 • 4 years
Ameriprise Advisor Services, Inc.
2007 - 2007 • 1 year
Kansas City, MO
Ameriprise
2005 - 2007 • 2 years
KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)