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| Clear Sky Financial LP
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| CRD # | 298551 |
| SEC # | 801-120728 |
| CIK # | 0001773732 |
| AUM | 140.6 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-440-3615 |
| Address | 130 N Preston Road Prosper, TX 75078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/30/2026) [Brochure] |
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ITEM 5: FEES AND COMPENSATION
FEE DESCRIPTION AND SCHEDULE
Investment Management
The fee will be assessed quarterly in advance based on a percentage per annum of the fair market value of all
assets in the client’s account as determined by the account’s custodian on the first trading day of the quarter. The
percentage per annum will be determined by CSF and agreed to by the client based on a number of factors such
as assets under management, time and complexity, but will not exceed 2%.
For any partial quarter, fees will be calculated pro-rata based upon the number of days the account was open in
that quarter. In the event of significant deposits to or withdrawals from the account during a calendar quarter, an
adjustment will be made to the fees payable for the following calendar quarter to account for such deposits or
withdrawals. Fees are negotiable.
Financial Planning
Fees for financial planning are charged on an hourly or flat fee basis, as more fully described in the Financial
Planning Agreement.
Hourly: Based on the initial information CSF receives from the client, CSF will provide an estimated fee for the initial
case analysis, initial financial plan, and plan implementation which will be based on the complexity and length the
engagement, services provided and on an hourly rate that will not exceed $500 per hour depending upon the skill,
experience, and expertise of the representative (IAR) providing the services.
Flat Fee: Based on the initial information Adviser has received from Client, CSF will provide a flat fee for the initial case
analysis, initial financial plan, and plan implementation which will be based on the complexity and length the
engagement and services provided. Generally, the client will pay CSF one-half of the fees in advance before the
commencement of CSF’s work. The second half of the flat fee will be paid upon completion of the initial financial plan
document, or at another time, as agreed by the client and CSF. Flat fees will not exceed $15,000.
Clients should understand that the financial planning or hourly consulting fee client negotiates with CSF may be
higher than the fees charged by other investment advisors for similar services. CSF is responsible for determining
the fee to charge each client based on factors such as total amount of assets involved in the relationship, the
complexity of the planning services, and the number and range of supplementary advisory and client-related
services to be provided. Clients should consider the level and complexity of the planning services to be provided
when negotiating the fee.
FEE DEDUCTION
Investment Management
The custodian will deduct from the account and pay CSF its fees each quarter after CSF submits a bill to the custodian;
provided, however, fees to be deducted from a retirement account shall not exceed the fees attributable to the services
provided to such account. Client is responsible for verifying fee computations since custodians are not typically asked
to perform this task. The custodian will send client a quarterly statement showing all amounts paid from the account,
including our fees.
Financial Planning
If a client’s assets are maintained by the custodian, the client will authorize, and agree to instruct, the custodian to
deduct and pay CSF’s fee, as described above.
CLEAR SKY FINANCIAL, LP | Form ADV 2A | v. March 2026 Page| 5
If a client’s assets are not maintained with a custodian recommended by CSF, the client will be billed, and client will
agree to pay all such fees within 30 days of client’s receipt of an invoice from CSF.
THIRD PARTY FEES AND EXPENSES
Clients may also incur certain charges imposed by unaffiliated third parties. Such charges may include, but are not
limited to, professional fees (attorneys or accountants), custodial fees, brokerage commissions, transaction fees, certain
deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and
taxes on brokerage accounts and securities transactions.
If CSF buys shares of mutual funds, ETFs, or other investment companies (such as closed-end funds) for its clients,
these shares will be included in calculating the value of the account when CSF’s fees are determined. Clients
understand that the same assets will also be subject to additional advisory and other fees and expenses, which are
described in the prospectuses of those funds, paid by the funds but ultimately borne by the client.
Further, when adviser appoints a sub-adviser to manage assets, these assets will be subject to the fees charged (and
expenses incurred) by the sub-adviser.
CSF will not receive any portion of these fees or expenses.
ADVANCE PAYMENT OF FEES AND TERMINATION
Investment Management
Either party has the right to terminate the relationship at any time by notifying the other in writing; such termination will
be effective immediately after receipt of such notice. If a client terminates the relationship within five business days of
signing the Investment Advisory Agreement, the client is entitled to a waiver of any pro-rated fees due to CSF. There
is no penalty or termination fee for terminating the Investment Advisory Agreement at any time. On the termination, CSF
will have no obligation to recommend or take any action regarding the securities, cash, or other investments.
In the event the Investment Advisory Agreement is terminated prior to the end of a quarter, any fees collected in advance
will be refunded on a pro rata basis for the number of days remaining in such quarter.
Financial Planning
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| Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure] |
|---|
ITEM 7: TYPES OF CLIENTS CSF offers services to individuals and high net worth individuals, as well as their trusts and estates; pension and profit- sharing plans together with participants in such plans; charitable organizations; and corporations and other business entities. CLEAR SKY FINANCIAL, LP | Form ADV 2A | v. March 2026 Page| 6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 30.4 |
| (b) Individuals (high net worth individuals) | 35 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 140.6 |
| By Discretionary | ||
| Discretionary | 298 | 140.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 140.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.6 | |
| Total | 298 | 140.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001773732] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
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