Tara
Hughes
Bluesky Wealth Advisors, LLC
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About this Advisor
Tara Hughes is a financial advisor working in New Bern, North Carolina, with a total of 1 year of relevant experience. Hughes is on the advisory team at Bluesky Wealth Advisors, LLC. Over the course of their career, they have held roles at Altrius Capital Management, Bluesky Wealth Advisors, LLC and The Epiphany School.Of Global Studies. Hughes has a Series 65 license, designating them as an investment advisor representative, and can work in North Carolina and Texas. Bluesky Wealth Advisors, LLC is a financial advisory firm operating out of New Bern, NC. The investment advisory business has offices in seven locations and a total of 18 employees. It administers $612 million in assets under management among its 1,474 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,474 accounts, 54% are associated with high-net-worth clients who have at least $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management largely vary depending on which service is offered. However, fees charged by Bluesky Wealth Advisors, LLC likely include 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
Tara Hughes Work History
Tara has been registered as a financial advisor for 1 years.*
Bluesky Wealth Advisors, LLC
The Epiphany School.Of Global Studies
Altrius Capital Management
*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 Tara Hughes 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
New Bern, NC
West Richland, WA
Moultrie, GA
New Bern, NC
New Bern, NC
Acworth, GA
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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