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, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 26 clients with $51M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Contact
Jennifer Lazarus
Location
Durham, NC
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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
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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.