JG
CFA · CFP

John Benjamin Gjertsen

17 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M

Fee Structure

Financial Plan Fee:$2,000 - $20,000
Hourly Rate:$500/hr

BlueSky Wealth Advisors charges a quarterly price for ongoing financial planning and discretionary investment management services, generally ranging between $2,500 and $25,000, paid in advance. The price is determined by the complexity of the client's situation, based on age, employment status, family size, income, and net worth. Tax preparation services range from $300 to $20,000. Financial planning defined service relationships range from $2,000 to $20,000. Advisory services outside the scope of financial planning, tax, or investment management are charged at $500 per hour.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Acworth, GA

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JG
Contact
John Benjamin Gjertsen
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.

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Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Paul Comstock Partners
May 2018 - July 2018 · 2 mos
Bluesky Wealth Advisors, LLC
April 2010 - December 2017 · 7 yrs 8 mos
Steadfast Financial Services
January 2008 - April 2010 · 2 yrs 3 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients. It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.

JG
Contact
John Benjamin Gjertsen
John Benjamin Gjertsen - Financial Advisor | AdvisorDiscover