Advisor at Lazarus Financial Planning
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Firm
Lazarus Financial Planning
Location
Durham, NC
Credentials
CFP®, Series 65
Industry experience
15 years
Jennifer Lazarus is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with 15 years of industry experience. She has been the sole advisor at Lazarus Financial Planning, an independent firm based in Durham, NC, since its founding in 2005. Lazarus Financial Planning is a fee-only advisory firm serving individuals, couples, trusts, small businesses, and retirement plans. The firm offers comprehensive financial planning and discretionary investment management, with a focus on socially responsible investing and a documented planning process that emphasizes asset-class allocation, diversification, and client-approved policy implementation.
Based on Lazarus Financial Planning
Under $500,000 - $500,000: Fixed annual fee of $4,500 ($375/month) $500,000 - $750,000: Fixed annual fee of $6,300 ($525/month) $750,000 - $1 million: Fixed annual fee of $8,100 ($675/month) $1 million - $1.25 million: Fixed annual fee of $9,480 ($790/month) $1.25 million - $1.5 million: Fixed annual fee of $10,860 ($905/month) $1.5 million - $1.75 million: Fixed annual fee of $12,060 ($1,005/month) $1.75 million - $2 million: Fixed annual fee of $13,320 ($1,110/month) $2 million - $3 million: Fixed annual fee of $18,780 ($1,565/month) $3 million - $4 million: Fixed annual fee of $28,200 ($2,350/month) $4 million - $5 million: Fixed annual fee of $37,500 ($3,125/month) $5 million - $6 million: Fixed annual fee of $46,800 ($3,900/month) $6 million - $7 million: Fixed annual fee of $54,000 ($4,500/month) $7 million - $8 million: Fixed annual fee of $62,700 ($5,225/month) $8 million - $9 million: Fixed annual fee of $69,600 ($5,800/month) $9 million - $10 million: Fixed annual fee of $78,000 ($6,500/month) Over $10 million+: Additional $5,400 per $1 million over $10 million annually
Minimum fee: Minimum annual fee of $18,780 regardless of net assets for Financial Planning and Investment Management. Fee-only: Fixed annual fees as per fee schedule; no commissions or referral fees received.
Durham, NC
North Carolina
Lazarus Financial Planning
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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