Randy Smith
Clear Sky Financial · Prosper, Texas
Randy Smith is a fee-only financial advisor at Clear Sky Financial in Prosper, Texas, who holds the CFP credential. Randy 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2238713 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csfplan.com |
| Profile |
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Questions about Randy
Is Randy Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randy 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 Randy charge for financial advice?
Randy's firm, Clear Sky Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Randy Smith based?
Randy Smith is based in Prosper, Texas.
What does Randy specialize in?
Randy's specialties include retirement planning, estate & legacy planning and tax planning. Randy works with executives, retirees and pre-retirees.
What credentials does Randy Smith hold?
Randy Smith holds the CFP credential.
Is Randy Smith registered with the SEC?
Yes. Randy Smith is registered as an investment adviser representative in TX (CRD 2238713), 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 Randy Smith?
Through Randy'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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