Madeline Valente is a CFP-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 17 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
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Fee Structure
BlueSky Wealth Advisors offers discretionary investment management. The firm charges a quarterly price, generally ranging between $2,500 and $25,000, paid in advance. The price is determined by the complexity of your situation, considering factors like age, employment status, family size, income, and net worth. Some legacy clients may pay a different price based on their original agreement.
Contact
Madeline Valente
Location
2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
Previous Registrations
Pleasanton Financial Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.