BlueSky Wealth Advisors provides financial planning and investment management services. Financial planning covers various aspects like cash flow, asset allocation, insurance, retirement, estate, and tax strategies. Investment management is discretionary, tailored to your needs and objectives, and may involve model portfolios or sub-advisers. BlueSky was acquired by Aspen Standard Group, LLC in March 2026.
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.
