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Harrison Lazarus Advisors, Inc.

Updated today

Client assets under management

$53,438,450

Clients

33

58% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$1,619,347

About

The firm provides investment advisory and financial planning services to individuals (including high-net-worth clients) and certain business entities, offering comprehensive portfolio management, written financial plans, and referrals to third‑party money managers. It conducts portfolio management and planning work for a relatively small client base and typically implements programs using mutual funds, ETFs and individual securities.

The firm’s investment process is centered on client‑approved, asset‑class allocations with periodic rebalancing and at‑least‑quarterly reviews, and the firm generally operates on a non‑discretionary basis, obtaining client authorization before effecting trades. Its stated strategies include long‑ and short‑term purchases, trading and the use of margin or borrowing in client accounts when appropriate, and it implements portfolios through third‑party platforms and sub‑advised funds.

Noteworthy features include an affiliated accounting practice maintained by the firm’s principal, allowing coordination of tax and accounting services under separate agreements, and an operational model in which essentially all reported assets—about $54 million across roughly 33 client relationships—are managed non‑discretionarily, a pattern that is uncommon among peers. The firm also discloses referral arrangements with third‑party money managers and reliance on custodian platform services and sub‑advised fund lineups to implement client strategies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning Cash flow / budgeting

Fee options

Fixed

Flat fees for Financial Consulting services; written financial plans generally assessed a minimum fee of $1,500

Project-based

Maximum hourly fees are $900 for financial advisors, $600 for para-planners, and $300 for administrative time

Other

Account minimum: $9,600 Minimum fee: Minimum fee of $9,600 annually or 2% of assets, whichever is greater for Wealth Advisory Investment Portfolio Management services Fee-only: Financial Consulting services charged on hourly or flat fee basis; maximum hourly rates are $900 for financial advisors, $600 for para-planners, $300 for administrative time

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Harrison L

Series 65

San Francisco, CA

Harrison Lazarus Advisors, Inc.

Harrison Lazarus, Jr. is a financial advisor with Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation and 18 years of industry experience. He has been with his current firm since 2007. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, managing most client assets on a non-discretionary basis with a focus on mutual fund–based asset-class allocations and periodic rebalancing. It is affiliated with a separate CPA/accounting practice operated by the principal, offering tax and accounting services under a separate agreement.

General tax planning Cash flow / budgeting
user avatar

John P

Series 65

San Francisco, CA

Harrison Lazarus Advisors, Inc.

John Phelan is a financial advisor at Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation with nine years of industry experience. He has been with Harrison Lazarus Advisors since 2011. Harrison Lazarus Advisors, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, focusing on non-discretionary portfolio management with client approval for trades. The firm integrates mutual fund-based asset allocation strategies and offers referrals to third-party money managers, maintaining an affiliation with a separate CPA/accounting practice.

General tax planning Cash flow / budgeting
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