Stephen
Fletcher

Bluesky Wealth Advisors, LLC

CRD#6567655
Investment Advisor
in New Bern, NC

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About this Advisor

Stephen Fletcher is a certified financial planner located in New Bern, North Carolina. Currently a registered investment advisor at Bluesky Wealth Advisors, LLC, Fletcher has 11 years of work experience. Fletcher holds a Series 65 license, designating them as an investment advisor representative. Fletcher is registered to work with clients based out of California, North Carolina and Texas. Throughout their career, they have worked at Aj Wealth, LLC, Campbell University and Bluesky Wealth Advisors, LLC. Bluesky Wealth Advisors, LLC is headquartered in New Bern, North Carolina, and operates out of three other locations across the United States. As a registered advisory firm, Bluesky Wealth Advisors, LLC oversees $453 million in assets throughout 1,207 client accounts and employs 11 staff members. The level of assets currently under the firm's management places it among the larger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 51% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Bluesky Wealth Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses and other services. The firm's fees may include hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2131 S Glenburnie Road Suite 8
New Bern, NC 28562

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

1,207

NC Average: 1,917
Average Account Size

$375,510

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Stephen Fletcher Work History

Stephen has 11 years of experience.

2016 - Present (5 years)

Bluesky Wealth Advisors, LLC

2014 - 2016 (2 years)

Aj Wealth, LLC

2009 - 2014 (5 years)

Campbell University

Disclosures

Stephen Fletcher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

Soo Kim
New Bern, NC
Caroline Jones
New Bern, NC
John Gjertsen
Acworth, GA
Ayasha Jones
New Bern, NC
Stephen Fletcher
New Bern, NC
Stephen Horstmann
New Bern, NC
Bronwyn Shone
Pleasanton, CA
Madeline Valente
Pleasanton, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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