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Advisor

John Staton

Bluesky Wealth Advisors · New Bern, North Carolina

John Staton is a fee-only financial advisor at Bluesky Wealth Advisors in New Bern, North Carolina, who holds the CFP credential. Bluesky Wealth Advisors reports charging hourly fees and fixed fees on its Form ADV.

HourlyFixed fees Fee-only CFP

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Facts

FirmBluesky 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
CredentialsCFP
SEC registration Investment adviser representative in NC, TX · CRD 7825997
Exams passedSeries 65 (2023) · Series 66 (2023)
Firm size14 employees
Disclosures None reported
Websitewww.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).

What fee-only advisors charge in North Carolina

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Questions about John

Is John Staton 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 Staton based?

John Staton is based in New Bern, North Carolina.

What credentials does John Staton hold?

John Staton holds the CFP credential.

Is John Staton registered with the SEC?

Yes. John Staton is registered as an investment adviser representative in NC and TX (CRD 7825997), 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 Staton?

Through John's website, www.blueskywa.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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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