TH
PFS

Tara Lorraine Hughes

10 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

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

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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
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Altrius Capital Management, INC.
May 2011 - May 2018 · 7 yrs
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Tara Lorraine Hughes - Financial Advisor | AdvisorDiscover