Jason Clevlen
Lake Hills Wealth Management · Austin, Texas
Jason Clevlen is a fee-only financial advisor at Lake Hills Wealth Management in Austin, Texas, who holds the CFP credential. Jason focuses on retirement planning, estate & legacy planning and tax planning. Lake Hills Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Physicians
Facts
| Firm | Lake Hills Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $206.9M across 749 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4658819 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lakehillswm.com |
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Questions about Jason
Is Jason Clevlen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Lake Hills Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Lake Hills Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Clevlen based?
Jason Clevlen is based in Austin, Texas.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, founders (pre-exit) and family wealth transfer. Jason works with founders, executives, multi-generational families and physicians.
What credentials does Jason Clevlen hold?
Jason Clevlen holds the CFP credential.
Is Jason Clevlen registered with the SEC?
Yes. Jason Clevlen is registered as an investment adviser representative in TX (CRD 4658819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lake Hills Wealth Management manage?
Lake Hills Wealth Management reports $206.9M across 749 accounts in assets under management.
How do I contact Jason Clevlen?
Through Jason's website, www.lakehillswm.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
- Lake Hills Wealth Management 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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