Tara Lorraine Hughes

PFS

10 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth

Bluesky Wealth Advisors, LLC

Compensation

Fixed/Hourly

Firm Size

9 advisors

Number of Clients

351 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$849.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bluesky Wealth Advisors, LLC

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Altrius Capital Management, INC.

May 2011 - May 2018 · 7 yrs

State Registrations2 states

NCTX

Advisor

Exams

No exam information available for this advisor.