# Lance Jamerson

> Lance Jamerson is a fee-only financial advisor at Westshore Wealth in Dallas, Texas, who holds the CFP credential. Lance focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Westshore Wealth
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $662.4M across 848 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **Works with:** Executives, Founders, Ultra high net worth, Multi-generational families
- **CRD:** 4264435 (https://adviserinfo.sec.gov/individual/summary/4264435)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.westshorewealth.com

## Frequently asked questions

### Is Lance Jamerson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Westshore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lance charge for financial advice?

Lance's firm, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lance Jamerson based?

Lance Jamerson is based in Dallas, Texas.

### What does Lance specialize in?

Lance's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Lance works with executives, founders, ultra high net worth and multi-generational families.

### What credentials does Lance Jamerson hold?

Lance Jamerson holds the CFP credential.

### Is Lance Jamerson registered with the SEC?

Yes. Lance Jamerson is registered as an investment adviser representative in TX (CRD 4264435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westshore Wealth manage?

Westshore Wealth reports $662.4M across 848 accounts in assets under management.

### How do I contact Lance Jamerson?

Through Lance's website, www.westshorewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4264435): 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://westshorewealth.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.