BlueSky Wealth Advisors, LLC
BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 1999 on the belief that clients deserve honest, high-quality, reliable advice for a transparent and reasonable price.
For over 25 years, our highly personalized blend of investment management and comprehensive financial planning has helped clients reduce their taxes, generate passive income, and create a legacy they love.
Your path to financial independence is dynamic and unique. Our proprietary complexity-based pricing model ensures the price you pay is always as transparent and customized as the expert guidance you receive.
While we don’t have a required minimum level of wealth to work with our team, we do have a minimum price of $2,500 per quarter. Typically, we’ve found our services tend to be the best fit for individuals and families with at least $1M-$1.5M of money to invest.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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