Martin Kelman
Kelman-Lazarov · Memphis, Tennessee
Martin Kelman is a fee-only financial advisor at Kelman-Lazarov in Memphis, Tennessee, who holds the CFP credential. Martin 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.
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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 LA, TN, TX · CRD 1006879 |
| Exams passed | Series 63 (1981) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kelman-lazarov.com |
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Questions about Martin
Is Martin Kelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin 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 Martin charge for financial advice?
Martin's firm, Kelman-Lazarov, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Martin Kelman based?
Martin Kelman is based in Memphis, Tennessee.
What does Martin specialize in?
Martin's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Martin works with multi-generational families.
What credentials does Martin Kelman hold?
Martin Kelman holds the CFP credential.
Is Martin Kelman registered with the SEC?
Yes. Martin Kelman is registered as an investment adviser representative in LA, TN and TX (CRD 1006879), 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 Martin Kelman?
Through Martin'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.
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