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CFP
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CFP

Terry Lamn

Stonemark Wealth Management
20 Years of Experience
Pasadena, CA
1 DisclosureSells Insurance
View SEC Summary
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Terry Lamn is a CFP-designated registered investment advisor at Stonemark Wealth Management, based in Pasadena, CA, with 20 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 411 clients with $610M in assets under management.

Stonemark Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
411 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$609.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5M+0.85%

Non-discretionary investment management is charged at a flat rate of 1.50%. Fees may be negotiable based on grandfathered accounts, related accounts, or special situations.

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

Location

225 S. Lake Avenue, Suite 1170, Pasadena, CA, 91101

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History

Regulatory History (1)
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.
Employment Separation After Allegations
August 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry is a licensed insurance agent selling annuities and also works part-time as an event photographer. The photography work takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Stonemark Wealth Management
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - July 2024 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2022 - July 2024 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
December 2011 - May 2024 · 12 yrs 5 mos
TD Ameritrade Investment Management, LLC
December 2011 - September 2023 · 11 yrs 9 mos
TD Ameritrade, INC.
December 2011 - October 2022 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - November 2011 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - November 2011 · 1 mo
Strategic Advisers, INC.
December 2007 - September 2011 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2007 - September 2011 · 4 yrs 8 mos
Wells Fargo Investments, LLC
March 2006 - December 2006 · 9 mos
Wells Fargo Investments, LLCBroker
March 2006 - December 2006 · 9 mos
State Registrations2 states
CATX
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.
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