Lazarus Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Durham NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Lazarus Financial Planning · Lazarus Financial Planning, LLC · Lazarus, Jennifer Lee Hauman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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