Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
Acworth, GA
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Caroline JonesRegulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
State Registrations2 states
Exams
Additional Information
I am passionate about improving the quality of our clients’ lives by doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.