Jason Self
Resonance Financial · Cedar Park, Texas
Jason Self is a fee-only financial advisor at Resonance Financial in Cedar Park, Texas, who holds the CFP and CFA credentials. Jason charges a percentage of assets and hourly fees ($350 an hour and 1% a year on the first tier of assets managed).
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Facts
| Firm | Resonance Financial |
|---|---|
| Based in | Cedar Park, Texas |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $350 an hour · 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $42.7M across 33 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 6321372 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rezfin.com |
| Profile |
How Jason's firm compares
- The hourly rate is $350, above the Texas median of $250 for fee-only firms that publish prices.
- Resonance Financial's average account is about $1.3 million, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Jason
Is Jason Self a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Resonance Financial 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 charges a percentage of assets and hourly fees.
How much does Jason charge?
According to Resonance Financial's website, checked October 30, 2026: $350 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Jason Self based?
Jason Self is based in Cedar Park, Texas.
What credentials does Jason Self hold?
Jason Self holds the CFP and CFA credentials.
Is Jason Self registered with the SEC?
Yes. Jason Self is registered as an investment adviser representative in LA and TX (CRD 6321372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resonance Financial manage?
Resonance Financial reports $42.7M across 33 accounts in assets under management.
How do I contact Jason Self?
Through Jason's website, rezfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cedar Park
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
- Resonance 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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