William Steinberg
Kelman-Lazarov · Memphis, Tennessee
William Steinberg is a fee-only financial advisor at Kelman-Lazarov in Memphis, Tennessee, who holds the CFP credential. William 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 TN · CRD 1862513 |
| Exams passed | Series 63 (1988) · Series 65 (1996) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kelman-lazarov.com |
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Questions about William
Is William Steinberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Kelman-Lazarov, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Steinberg based?
William Steinberg is based in Memphis, Tennessee.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. William works with multi-generational families.
What credentials does William Steinberg hold?
William Steinberg holds the CFP credential.
Is William Steinberg registered with the SEC?
Yes. William Steinberg is registered as an investment adviser representative in TN (CRD 1862513), 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 William Steinberg?
Through William'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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