Randy Smith is a CFP-designated registered investment advisor at Clear Sky Financial, LP, based in Prosper, TX, with 33 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 125 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Sky Financial's investment management fee is a percentage of your portfolio's value, determined by Clear Sky Financial and agreed upon by you. This fee will not exceed 2% annually. The fee is charged quarterly in advance. Fees are negotiable.
Location
130 N. Preston Road, Suite 344, Prosper, TX, 75078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randy is a licensed insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Clear Sky Financial, LP
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.