Bluesky Wealth Advisors, LLC

BlueSky Wealth Advisors provides advisory services primarily to individual clients — including high-net-worth individuals — as well as trusts, estates, and business entities, managing approximately $850 million in discretionary client assets across several hundred client relationships. The firm offers comprehensive financial planning and discretionary investment management and, for select clients, federal and state income tax preparation and assistance with investments in third‑party real estate funds.

The firm’s investment approach centers on strategic asset allocation across a broad set of asset classes, favoring low‑cost, tax‑efficient implementations while using active managers selectively when they can add value; investment objectives and rebalancing are documented in an investment policy statement and portfolios are monitored on an ongoing basis. BlueSky may allocate portions of accounts to sub‑advisers using model portfolios and discloses that clients pay any sub‑adviser fees directly.

What distinguishes BlueSky from many peer teams is its pricing model and service mix: rather than charging a percentage of assets under management, the firm uses a disclosed quarterly fee formula tied to client complexity and circumstances, and it reports a meaningful amount of real‑estate assets under advisement (about $84 million). The firm also operates multiple offices and relies on an institutional custodian platform for trade execution, custody, and access to research and operational support.