John Nelson
Bluesky Wealth Advisors · New Bern, North Carolina
John Nelson is a fee-only financial advisor at Bluesky Wealth Advisors in New Bern, North Carolina. Bluesky Wealth Advisors reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bluesky Wealth Advisors |
|---|---|
| Based in | New Bern, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $1.00B across 1,716 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8287892 |
| Exams passed | Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.blueskywa.com |
How John's firm compares
- Bluesky Wealth Advisors's average account is about $585,000, from its Form ADV (assets managed divided by 1,716 accounts).
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Questions about John
Is John Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bluesky Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Bluesky Wealth Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is John Nelson based?
John Nelson is based in New Bern, North Carolina.
Is John Nelson registered with the SEC?
Yes. John Nelson is registered as an investment adviser representative in NC (CRD 8287892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluesky Wealth Advisors manage?
Bluesky Wealth Advisors reports $1.00B across 1,716 accounts in assets under management.
How do I contact John Nelson?
Through John's website, www.blueskywa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Bern
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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