# Jacob Samuels

> Jacob Samuels is a fee-only financial advisor at Kelman-Lazarov in Memphis, Tennessee, who holds the CFP credential. Jacob 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.

Page: https://find.wellspent.co/advisors/jacob-samuels/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kelman-Lazarov
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $894.6M across 1,512 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6192304 (https://adviserinfo.sec.gov/individual/summary/6192304)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (2017), Series 65 (2015)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.kelman-lazarov.com

## Frequently asked questions

### Is Jacob Samuels a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?

Jacob's firm, Kelman-Lazarov, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacob Samuels based?

Jacob Samuels is based in Memphis, Tennessee.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Jacob works with multi-generational families.

### What credentials does Jacob Samuels hold?

Jacob Samuels holds the CFP credential.

### Is Jacob Samuels registered with the SEC?

Yes. Jacob Samuels is registered as an investment adviser representative in TN and TX (CRD 6192304), 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 Jacob Samuels?

Through Jacob's website, www.kelman-lazarov.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6192304): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kelman-lazarov.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.