John Paulson
John Paulson is a registered investment advisor at Clear Sky Financial, LP, based in Prosper, TX, with 28 years of industry experience. John 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
Get directionsHistory
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
John is a licensed insurance agent, dedicating minimal time to this activity. He is also a licensed registered representative, spending about 10% of his time on this.
Employment History
Current Registrations
Clear Sky Financial, LP
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.