Harrison Lazarus Advisors, Inc. fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Harrison Lazarus Advisors, Inc. charges $900 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $900/hr; “Our maximum hourly fees are $900 for financial advisors, $600 per hour for para-planners and $300 for administrative time.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our firm’s advisory fees are billed on a pro-rata annualized basis quarterly in advance based on the closing market value of your account on the last day of the previous quarter.”
“Our firm’s advisory fees are negotiable and will generally be automatically deducted from your managed account.”
“Our firm bills on cash unless indicated otherwise in writing.”

Its hourly rate of $900 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
34 of the 35 other planners in San Francisco that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 33
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $54,026,806
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 144089
Website: twitter.com/harrisonlazarus (opens in new tab)
Phone: (415) 830-5244

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