# Gerald Skalsky

> Gerald Skalsky is a fee-only financial advisor at Clear Harbor Wealth Management in Destin, Florida. Gerald focuses on founders (pre-exit), small business owners and tax planning. Clear Harbor Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gerald-skalsky/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clear Harbor Wealth Management
- **Based in:** Destin, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $69.7M across 238 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Retirement planning, Estate & legacy planning, Real estate investors
- **Works with:** Founders
- **CRD:** 1863477 (https://adviserinfo.sec.gov/individual/summary/1863477)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.clearharborwealth.com/

## Frequently asked questions

### Is Gerald Skalsky a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Clear Harbor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerald charge for financial advice?

Gerald's firm, Clear Harbor Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Gerald Skalsky based?

Gerald Skalsky is based in Destin, Florida.

### What does Gerald specialize in?

Gerald's specialties include founders (pre-exit), small business owners, tax planning, retirement planning, estate & legacy planning and real estate investors. Gerald works with founders.

### Is Gerald Skalsky registered with the SEC?

Yes. Gerald Skalsky is registered as an investment adviser representative in FL and TX (CRD 1863477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Harbor Wealth Management manage?

Clear Harbor Wealth Management reports $69.7M across 238 accounts in assets under management.

### How do I contact Gerald Skalsky?

Through Gerald's website, www.clearharborwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1863477): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clearharborwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.