# Heath Clevenger

> Heath Clevenger is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida. Heath focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CORE Wealth Advisors
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $702.1M across 1,288 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Retirement with concentrated positions
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Multi-generational families
- **CRD:** 8291720 (https://adviserinfo.sec.gov/individual/summary/8291720)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealth.com

## Frequently asked questions

### Is Heath Clevenger a fee-only financial advisor?

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

### How does Heath charge for financial advice?

Heath's firm, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Heath Clevenger based?

Heath Clevenger is based in Lakeland, Florida.

### What does Heath specialize in?

Heath's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Heath works with retirees, pre-retirees, mid-life transitions and multi-generational families.

### Is Heath Clevenger registered with the SEC?

Yes. Heath Clevenger is registered as an investment adviser representative in FL (CRD 8291720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CORE Wealth Advisors manage?

CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.

### How do I contact Heath Clevenger?

Through Heath's website, www.corewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8291720): 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.corewealth.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.