Clear Sky Financial, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,457,973
Clients
125
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
Flat fees for financial planning up to $15,000
Some IARs offer fixed insurance products and receive commissions directly from insurance companies; CSF does not receive a portion of these commissions
Hourly financial planning and consulting fees up to $500 per hour
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
130 N. Preston Road, Suite 344
Prosper TX 75078
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
Clear Sky Financial, Lp · Clear Sky Financial, Lp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Randy S
CFP®, Series 63
Prosper, TX
Clear Sky Financial, LP
Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.
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.
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.
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