Lazarow Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,930,190
Clients
43
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$347,214
About
Lazarow Wealth Management manages roughly $14.9 million for a client base of about 43 households and provides investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm also offers pension consulting and assistance selecting and reviewing third‑party money managers as part of its service set.
The adviser primarily implements passive investment strategies, constructing asset‑allocation portfolios using index mutual funds and exchange‑traded funds and documenting client objectives in investment policy statements. Financial planning engagements include a comprehensive planning option with ongoing client access, periodic monitoring, and written plan deliverables tailored to goals, cash flow, estate, insurance and retirement needs.
Notably for a firm of this size, Lazarow provides portfolio management for institutional clients and pension consulting—services that are uncommon among independent advisers with similar assets under management. The firm may also recommend or implement outside managers and the adviser holds life and health insurance licenses and may receive commissions for insurance product sales, a practice clients should consider when evaluating potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$350 per hour
$600 per month (ongoing fee for comprehensive financial planning)
Main office location
Lazarow Wealth Management
25 E University Blvd
Tucson AZ 85705, United States
Number of offices
1
Most active in
Lazarow Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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