Molly Sutz
Advisor at Bluesky Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bluesky Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Moultrie, GA
Credentials
CFP®
Industry experience
4 years
Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.
Based on Bluesky Wealth Advisors, LLC
Based on Bluesky Wealth Advisors, LLC
Financial planning flat fee ranges between $2,000 and $20,000
$500 per hour, with a maximum charge of $1,200 for six months or more in advance
Quarterly price generally ranging between $2,500 and $25,000 paid in advance for ongoing financial planning and discretionary investment management services
Account minimum: $1,000,000
Moultrie, GA
Georgia · Texas
Bluesky Wealth Advisors, LLC
2022 - Present (4 years)
UnEMPLOYED
2021 - 2022 (1 year)
university of Georgia
2020 - 2021 (1 year)
UnEMPLOYED
2020 - 2020 (1 year)
Elwood and Goetz Wealth Advisory Group
2017 - 2020 (3 years)
Wells Fargo Advisory Group
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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