Lake Hills Wealth Management, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Lake Hills Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For clients utilizing standalone financial planning and consulting services, and maintaining no assets under management with Lake Hills, we charge a fixed fee for our financial planning services based on the estimated time to deliver such financial planning services at an hourly rate of $250.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lake Hills Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally charged monthly in arrears.”
- “In the event that the Client’s account is funded after the start of the month, the Client shall be charged a prorated asset management fee, which shall be based on the actual number of days the Client’s account has been funded.”
- “The fee we charge may be negotiable depending upon the nature and complexity of the client’s circumstances.”
How Lake Hills Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 12 of the 57 other planners in Austin that publish an hourly rate charge less.
About Lake Hills Wealth Management, LLC
“Lake Hills Wealth Management was founded in 2016 by Jack Marino and Jason Clevlen, who both serve as Managing Members. We provide various asset management and financial planning services.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 229
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $206,898,245
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286175
- Phone
- (512) 580-4740
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.