Lazarus Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,000,000
Total clients
27
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$2,148,148
About
The firm provides ongoing financial planning and discretionary investment management to individuals and couples, and also accepts trusts, estates, charitable organizations and small business entities. It operates as a fee-only registered investment advisor and offers a separate investment management service specifically for socially responsible investors who retain another planner.
The advisor’s process is centered on tailored financial planning and an Investment Policy Statement, typically involving multiple meetings in the first year and annual reviews thereafter; investment implementation emphasizes strategic asset-class allocation, diversification and periodic rebalancing. Portfolios prioritize institutional-share, no-load funds and socially responsible strategies, and the firm uses account-aggregation tools and recommends a major custodian for trade execution and custody.
What is uncommon for a solo independent firm is its core fee methodology: the firm charges fixed annual planning and management fees based on total net assets included in planning conversations (for example, 529 plans, donor-advised funds and certain planning values) rather than solely on assets under custody. The practice also manages roughly $58 million for a small client base (27 clients), offers standalone socially responsible investment management for clients working with other planners, and follows NAPFA/CFP fiduciary and ethics standards.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Fee options
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.
Main office location
Lazarus Financial Planning
Durham NC, United States
Number of offices
1
Most active in
Lazarus Financial Planning has reported serving >5 clients in these states in the last 12 months.
North Carolina
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")