Patrick O'Hearn
Kelman-Lazarov · Memphis, Tennessee
Patrick O'Hearn is a fee-only financial advisor at Kelman-Lazarov in Memphis, Tennessee, who holds the CFP credential. Patrick 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 6701727 |
| Exams passed | Series 63 (2017) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kelman-lazarov.com |
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Questions about Patrick
Is Patrick O'Hearn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Kelman-Lazarov, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick O'Hearn based?
Patrick O'Hearn is based in Memphis, Tennessee.
What does Patrick specialize in?
Patrick's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Patrick works with multi-generational families.
What credentials does Patrick O'Hearn hold?
Patrick O'Hearn holds the CFP credential.
Is Patrick O'Hearn registered with the SEC?
Yes. Patrick O'Hearn is registered as an investment adviser representative in LA, TN and TX (CRD 6701727), 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 Patrick O'Hearn?
Through Patrick'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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