BlueSky Wealth Advisors, LLC
Acworth, Georgia
BlueSky Wealth Advisors, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 10 advisors are listed here; 6 of 10 hold the CFP.
- Its Form ADV reports 14 employees and 350 individual clients, 248 of them high net worth.
- Its average account is about $585,000 (assets it manages divided by its 1,716 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Acworth, Georgia |
|---|---|
| Website | blueskywa.com |
| [email protected] | |
| Phone | (252) 633-0107 |
Questions about BlueSky Wealth Advisors, LLC
How is BlueSky Wealth Advisors, LLC paid?
BlueSky Wealth Advisors, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does BlueSky Wealth Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 10 advisors at BlueSky Wealth Advisors, LLC, and 6 hold the CFP.
What is the average account at BlueSky Wealth Advisors, LLC?
BlueSky Wealth Advisors, LLC's average account is about $585,000. That's the assets on its Form ADV divided by its 1,716 accounts.
What does BlueSky Wealth Advisors, LLC specialize in?
BlueSky Wealth Advisors, LLC's advisors and website list tax planning, estate & legacy planning, small business owners and real estate investors.
Is BlueSky Wealth Advisors, LLC accepting new clients?
Yes, according to BlueSky Wealth Advisors, LLC's website, checked October 28, 2026.
BlueSky Wealth Advisors, LLC fees
BlueSky Wealth Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 102 |
| High-net-worth clients | 248 |
| Accounts managed | 1,716 |
| Employees | 14 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78583) |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 116760 |
Advisors at this firm (10)
Other fee-only firms in Georgia
- Bluestone Wealth Planning · Atlanta
- Bradley Wealth Group · Atlanta
- Brighter Investing · Atlanta
- Brooke Forest Capital · Alpharetta
- Brookwood Wealth Advisors · Cartersville
- Brown Capital Advisors · Marietta
- Brown Wealth Management · Conyers
- Brucker Wealth · Atlanta