Clear Skies Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“If the client cancels after five (5) days, client is due a pro-rata refund based on the hour of work expended by CFS at a rate of $150 per hour.”

Flat or project fee

$1,000⁠-⁠$2,000

“FINANCIAL PLANNING and CONSULTING Financial Planning Services and consulting services are available to all clients on a fixed fee basis of $1,000 - $2,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clear Skies Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client will pay half of the fee at the signing of the agreement with the balance of the fee due upon delivery of the completed plan or -2Clear Skies Financial LLC consultation.”
• “Client may cancel within five (5) days of signing the Agreement for a full refund.”
• “Investment management fees are billed monthly in advance.”

How Clear Skies Financial’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,000 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 4 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Clear Skies Financial

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Clients

46

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$24,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286045

Website

clearskiesfinancial.com (opens in new tab)

Phone

(480) 278-4610

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995
• East Valley Wealth LLCGilbert$300⁠-⁠$500/hr, $2,000⁠-⁠$10,000

Compare all 27 planners in Gilbert