# Clear Skies Financial

> Clear Skies Financial is a state-registered investment advisory firm in Gilbert, AZ, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 286045
- Filed as: CLEAR SKIES FINANCIAL
- Legal name: Clear Skies Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286045
- AdvisorCensus page: https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045

## Quick answers

**How is Clear Skies Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Skies Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clear Skies Financial located?**
Clear Skies Financial's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Clear Skies Financial registered with the SEC or a state?**
Clear Skies Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286045.

**How much does Clear Skies Financial manage?**
Clear Skies Financial reports $24,000,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Clear Skies Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (6).

**Does Clear Skies Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286045

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $24,000,000
- Discretionary: $24,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $9,000,000 |
| High net worth individuals | 6 | $15,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearskiesfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Skies Financial (CRD 286045): Form ADV filing data as of October 2026.