John Staton is a CFP-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 2 years of industry experience. John 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, Insurance Planning, and 3 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John owns rental property since 2017 and acts as the landlord. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.