TrueAdvisor
TrueAdvisor
WS
CFP
WS
CFP

William Steinberg

Kelman Lazarov INC
37 Years of Experience
Memphis, TN
View SEC Summary
View SEC Summary

William Steinberg is a CFP-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 579 clients with $890M in assets under management.

Kelman Lazarov INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
579 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$894.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5100 Poplar Avenue, Suite 2805, Memphis, TN, 38137

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

William is an Investment Advisor Representative (IAR) of Kelman-Lazarov, Inc., dedicating about half of his time to this role. He also works as an author, spending about 10-20% of his time writing screenplays and books.

Employment History
Current Registrations
Kelman Lazarov INC
March 2004 - Present · 22 yrs 8 mos
Previous Registrations
Mutual Securities, INC.Broker
July 2016 - September 2024 · 8 yrs 2 mos
Cetera Advisor Networks LLCBroker
September 1998 - July 2016 · 17 yrs 10 mos
Royal Alliance Associates, INC.Broker
January 1997 - September 1998 · 1 yr 8 mos
Keogler, Morgan & Company, INC.Broker
April 1995 - January 1997 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 1988 - April 1995 · 6 yrs 6 mos
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Memphis, TN →All financial advisors in Tennessee →