Clear Sky Financial, LP logo

Clear Sky Financial, LP

Updated today

Client assets under management

$140,457,973

Clients

125

28% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

42

Typical

Average account size

$1,123,664

About

Clear Sky Financial is a small, supported advisory firm that manages about $140.6 million in discretionary assets through a three-advisor team. It provides discretionary investment management across a broad set of securities and also offers written financial planning and hourly consulting services to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities — and, per its disclosures, also provides services to other investment adviser clients.

The firm grants advisers discretionary trading authority and tailors portfolios to each client’s circumstances, employing methods such as modern portfolio theory, fundamental and technical analysis and model portfolios. Its strategies include both diversified and alternative allocations that may use non‑traditional asset classes (for example closed‑end and interval funds, ETNs, leveraged/inverse products, BDCs, hedge funds and managed futures), and the firm may engage sub‑advisers or third‑party managers as part of implementation; custodial relationships (the brochure references a recommended custodian and negotiated institutional services) and periodic quarterly reviews support its oversight.

Noteworthy for a firm of this size, Clear Sky Financial discloses that it serves other investment adviser clients and provides access to more complex, less liquid product types and sub‑advisory arrangements that are uncommon among peers. The firm also documents potential conflicts and operational features—advisers may be licensed to sell fixed insurance products and receive commissions (with disclosure), clients may direct brokerage, and the brochure explicitly addresses use of advanced technologies (including AI tools) and related cybersecurity and data‑management risks.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Airline Pilot Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning up to $15,000

Commissions

Some IARs offer fixed insurance products and receive commissions directly from insurance companies; CSF does not receive a portion of these commissions

Project-based

Hourly financial planning and consulting fees up to $500 per hour

Other

Fee-only: Investment management fees up to 2% per annum, negotiated and based on assets under management; Financial planning fees charged hourly up to $500/hr or flat fees up to $15,000

Main office location

Clear Sky Financial, LP

130 N. Preston Road, Suite 344

Prosper TX 75078, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Randy S

CFP®, Series 63

Prosper, TX

Clear Sky Financial, LP

Randy Smith is a CFP® with 33 years of industry experience and is currently an advisor at Clear Sky Financial, LP. His prior experience includes roles at LPL Financial LLC and Southwest Airlines, where he has worked since 1983. He is also a licensed insurance agent, dedicating a portion of his time to that activity. Clear Sky Financial provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a range of securities and often serves both advisory clients and other investment advisers through its unique dual role.

Wealth management Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Executive Airline Pilot Founder/Business Owner
user avatar

Andrew H

CFP®, Series 63

Prosper, TX

Clear Sky Financial, LP

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Wealth management Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Executive Airline Pilot Founder/Business Owner
user avatar

John P

Series 63

Prosper, TX

Clear Sky Financial, LP

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Wealth management Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Executive Airline Pilot Founder/Business Owner
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