John Gjertsen is a CFA, CFP-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in Acworth, GA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueSky Wealth Advisors offers discretionary investment management. The firm charges a quarterly price, generally ranging between $2,500 and $25,000, paid in advance. The price is determined by the complexity of your situation, considering factors like age, employment status, family size, income, and net worth. Some legacy clients may pay a different price based on their original agreement.
Contact
John Gjertsen
Location
Acworth, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
Previous Registrations
Paul Comstock Partners
Bluesky Wealth Advisors, LLC
Steadfast Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients. It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.