LAZARUS FINANCIAL PLANNING

LAZARUS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 136323). Regulatory assets under management: $58.0M.

Registration

• CRD: 136323
• Type: Registered investment adviser
• Phone: 919-321-0606
• Latest filing: 2026-03-27
• Regulatory AUM: $58.0M
• Discretionary AUM: $58.0M
• Clients: 1
• Accounts: 113

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136323 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search