Clear Sky Financial, LP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“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…”

Flat or project fee

$15,000

“Flat fees will not exceed $15,000.”

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

How Clear Sky Financial, LP bills

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

• “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.”
• “Generally, the client will pay CSF one-half of the fees in advance before the commencement of CSF’s work.”

How Clear Sky Financial, LP’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.

About Clear Sky Financial, LP

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

125

Employees

3

Works with

Individuals, high net worth individuals, and other investment advisers

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$140,560,725

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298551

Website

csfplan.com (opens in new tab)

Phone

(214) 440-3615

Can advise clients in 2 states: Louisiana, Texas

Other planners in Prosper that publish fees

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• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

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