Jennifer Lazarus is a CFP-designated registered investment advisor at Lazarus Financial Planning, based in Durham, NC, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 9 more. Their firm serves 27 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
This schedule applies specifically to the standalone Investment Management for Socially Responsible Investors service. The firm's primary comprehensive service uses a fixed annual fee based on total net assets rather than managed assets alone.
Fee Estimator
Contact
Jennifer Lazarus
Location
Durham, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lazarus Financial Planning
Previous Registrations
Woodward Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jennifer Lazarus, CFP® and NAPFA-registered advisor, is a financial planner for socially responsible investors. Going beyond just investment advice, her primary service is ongoing financial planning where she collaborates with her clients to develop and manage a tailored, cohesive financial strategy based on what matters most to them. She most enjoys helping people reach a place of empowerment and financial calm.
More Advisors
- Ohan Kayikchyan, CFPAlohana Financial, LLC
- Blake Gaulden, CFA, CFPOsaic Advisory Services, LLC
- Ryan Towner, CFPStrategic Advisers LLC
- James Mwombela, CFPNectarine
- Michael Pearl, CFPCapital Investment Advisory Services, LLC
- Lisa Gabriel, CFP, ChFCPinafore Wealth Counsel INC.