Molly
Sutz
Bluesky Wealth Advisors, LLC
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About this Advisor
Molly Sutz is a certified financial planner working out of Moultrie, Georgia who has 1 year of industry experience. Sutz is an advisor for Bluesky Wealth Advisors, LLC. Sutz has gained experience at Bluesky Wealth Advisors, LLC, Elwood And Goetz Wealth Advisory Group, University Of Georgia and Wells Fargo Advisory Group. Sutz is able to serve investors in Georgia and Texas. Bluesky Wealth Advisors, LLC is a business headquartered in New Bern, NC. It has offices in seven locations and a total of 18 employees. It oversees $612 million in assets under management among its 1,474 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,474 accounts, 54% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Bluesky Wealth Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Bluesky Wealth Advisors, LLC most likely are comprised of any combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Molly Sutz Work History
Molly has been registered as a financial advisor for 1 years.*
Bluesky Wealth Advisors, LLC
University Of Georgia
Elwood And Goetz Wealth Advisory Group
Wells Fargo Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Molly Sutz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluesky Wealth Advisors, LLC
West Richland, WA
New Bern, NC
Moultrie, GA
Acworth, GA
New Bern, NC
New Bern, NC
New Bern, NC
New Bern, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
