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Shattuck Lamm

Hoainvest LLC
25 Years of Experience
Panama City Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Shattuck Lamm is a registered investment advisor at Hoainvest LLC, based in Panama City Beach, FL, with 25 years of industry experience. Shattuck is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Hoainvest LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.

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

Location

Panama City Beach, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Settled
Customer Dispute
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Shattuck is a senior financial advisor, partner, and owner at Keystone Wealth Services, providing investment advice and financial planning. He also has ownership roles in Cornerstone Wealth Service (back office support), Rokunin (real estate holding), Core Income (insurance solutions), HOA Invest (HOA software), and a rental car business, dedicating minimal time to the latter four.

Employment History
Current Registrations
Hoainvest LLC
September 2026 - Present · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - Present · 5 yrs 6 mos
Keystone Private Wealth
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cypress Wealth Services, LLC
July 2017 - April 2021 · 3 yrs 9 mos
Integrated Wealth Management, INC.
May 2014 - December 2017 · 3 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2014 - March 2021 · 6 yrs 11 mos
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2001 - September 2008 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - September 2008 · 7 yrs 6 mos
State Registrations9 states
AZCAFLMNNVORTXUTWA
AdvisorBrokerBoth

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.
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