Caroline Jones is a CFP-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in Acworth, GA, with 5 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
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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
Caroline Jones
Location
Acworth, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bluesky Wealth Advisors, LLC
State Registrations2 states
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Additional Information
I am passionate about improving the quality of our clients’ lives by doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.