

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.
2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562
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Learn about disclosures →I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.