Madeline Valente
MV
CFP

Madeline Valente

17 Years of Experience

Firm Information

Madeline Valente
Compensation
Fixed/Hourly
Firm Size
9 advisors
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

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

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Madeline Valente
MV
Contact
Madeline Valente
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 2013 - Present · 12 yrs 4 mos
Previous Registrations
Pleasanton Financial Advisors
April 2008 - November 2013 · 5 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

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.

Madeline Valente
MV
Contact
Madeline Valente
Madeline Valente - Financial Advisor | AdvisorDiscover