John Paulson
Clear Sky Financial · Prosper, Texas
John Paulson is a fee-only financial advisor at Clear Sky Financial in Prosper, Texas. John focuses on retirement planning, estate & legacy planning and tax planning. Clear Sky Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Clear Sky Financial |
|---|---|
| Based in | Prosper, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $140.6M across 298 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2908933 |
| Exams passed | Series 63 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csfplan.com |
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Questions about John
Is John Paulson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Clear Sky Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Clear Sky Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Paulson based?
John Paulson is based in Prosper, Texas.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and tax planning. John works with executives, retirees and pre-retirees.
Is John Paulson registered with the SEC?
Yes. John Paulson is registered as an investment adviser representative in TX (CRD 2908933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Sky Financial manage?
Clear Sky Financial reports $140.6M across 298 accounts in assets under management.
How do I contact John Paulson?
Through John's website, www.csfplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Clear Sky Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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