Advisor at Bluesky Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bluesky Wealth Advisors, LLC
Location
New Bern, NC 28562
Credentials
CFA®, Series 65
Industry experience
22 years
Financial planning flat fees ranging between $2,000 and $20,000; Tax preparation fees ranging between $300 and $20,000
$500 per hour, with a maximum charge of $1,200 for six months or more in advance
Account minimum: $1,000,000
BlueSky Wealth Advisors, LLC, (FKA D.L. BLAIN & CO., LLC)
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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