Christopher Purcell
Kelman-Lazarov · Memphis, Tennessee
Christopher Purcell is a fee-only financial advisor at Kelman-Lazarov in Memphis, Tennessee, who holds the CFP credential. Christopher focuses on retirement planning, estate & legacy planning and tax planning. Kelman-Lazarov reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Christopher →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Kelman-Lazarov |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $894.6M across 1,512 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 6325971 |
| Exams passed | Series 66 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kelman-lazarov.com |
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
Is Christopher Purcell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Kelman-Lazarov reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Kelman-Lazarov, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Purcell based?
Christopher Purcell is based in Memphis, Tennessee.
What does Christopher specialize in?
Christopher's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Christopher works with multi-generational families.
What credentials does Christopher Purcell hold?
Christopher Purcell holds the CFP credential.
Is Christopher Purcell registered with the SEC?
Yes. Christopher Purcell is registered as an investment adviser representative in TN and TX (CRD 6325971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kelman-Lazarov manage?
Kelman-Lazarov reports $894.6M across 1,512 accounts in assets under management.
How do I contact Christopher Purcell?
Through Christopher's website, www.kelman-lazarov.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Kelman-Lazarov 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.
See something wrong? Request a correction. Read our methodology.