Madeline Valente
Bluesky Wealth Advisors · New Bern, North Carolina
Madeline Valente 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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5497525 |
| Exams passed | Series 65 (2006) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.blueskywa.com |
How Madeline'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 Madeline
Is Madeline Valente a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Madeline 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 Madeline charge for financial advice?
Madeline's firm, Bluesky Wealth Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Madeline Valente based?
Madeline Valente is based in New Bern, North Carolina.
What credentials does Madeline Valente hold?
Madeline Valente holds the CFP credential.
Is Madeline Valente registered with the SEC?
Yes. Madeline Valente is registered as an investment adviser representative in CA and TX (CRD 5497525), 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 Madeline Valente?
Through Madeline'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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