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Clear Skies Financial

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Client assets under management

$24,000,000

Clients

46

13% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$521,739

About

Clear Skies Financial serves individual and high‑net‑worth clients with discretionary asset management, written financial plans, and 401(k) consulting; the firm manages roughly $24 million across a small client base of about 46 relationships and two advisors. It provides portfolio management for individuals and delivers one‑time financial planning reports and periodic reviews as part of its services.

The firm manages client accounts on a discretionary basis through a sponsored wrap fee program that bundles management and transaction services and relies on both fundamental and technical analysis, with reviews performed at least quarterly. Clear Skies also offers an option for performance‑based fee arrangements for qualified clients who meet its stated thresholds (generally $1 million under management or $2 million net worth, excluding residence), alongside its asset‑based programs.

Notable distinctions for the firm include sponsoring a wrap program while also using performance‑based fees, offering fee‑based educational seminars and workshops, and an affiliated outside insurance practice in which the managing member sells insurance and receives commissions (reported to occupy about 10% of his time). The firm uses an institutional custody/brokerage program and generally does not vote client proxies, leaving proxy voting to clients unless assistance is requested.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Equity compensation tax strategy

Fee options

Fixed

Financial planning and consulting fees range from $1,000 to $2,000 fixed fee

Performance-based

Performance-based fees charged to qualified clients with at least $1,000,000 AUM or $2,000,000 net worth, consisting of an annual advisory fee plus a percentage of portfolio performance above an agreed benchmark

Main office location

Clear Skies Financial

2162 E Williams Field Rd Suite, Suite 111

Gilbert AZ 85295, United States

Number of offices

1

Most active in

More info

Arizona

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 480-278-4610

Advisors at this firm

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Jonathan G

Series 66

Gilbert, AZ

Clear Skies Financial

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has operated Clear Skies Financial since 2015 and serves as Chief Financial Officer of JJ Rock Co., a manufacturing company. Geib also manages DQ Holdings, L.L.C., a non-investment-related business. Clear Skies Financial provides financial planning, 401(k) consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm offers asset management through a wrap fee program, fixed-fee financial plans, and fee-based seminars, employing both fundamental and technical analysis with flexible investment strategies.

General retirement planning Retirement income strategy Equity compensation tax strategy
user avatar

Nicholas H

Series 65

Gilbert, AZ

Clear Skies Financial

Nicholas Harris is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he has worked at Northrop Grumman since 2007. Outside of financial services, he is a part-owner of Unique Ink Printing LLC, a printing company specializing in screen printing, embroidery, decals, and vinyl. Clear Skies Financial provides financial planning, 401(k) consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm offers asset management through a wrap fee program and fixed-fee financial plans, using both fundamental and technical analysis in its investment process, and makes performance-based fee arrangements available for qualified clients.

General retirement planning Retirement income strategy Equity compensation tax strategy
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