Bluesky Wealth Advisors, LLC

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Assets Under Management

$849.8M

Number of Clients

351

Number of Advisors

Average Client AUM

$2.4M

AUM per Advisor

$94.4M

Compensation

Fixed/Hourly

About This Firm

BlueSky Wealth Advisors provides financial planning and discretionary investment management services. Financial planning covers investments, tax, estate, insurance, and other planning needs. Investment management is tailored to client needs and objectives, potentially using model portfolios. They may use sub-advisers to manage a portion of client accounts.

Fee Structure

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth

Location

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

Molly Sutz

Ayasha Jones

PFS

Christie Lynn Bonacci

CFA

David Laurence Blain

John A. Staton

CFA · CFP

John Benjamin Gjertsen

PFS