Lazarow Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning fee is an hourly rate $350 per hour.”

Flat or project fee

$2,500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $600 per month.”

Monthly fee

$600/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lazarow Wealth Management bills

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

• “No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. 9 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Lazarow Wealth Management’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Lazarow Wealth Management

• Principal: Jason Lazarow
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

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

1.5% a year

Clients

43

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$14,930,190

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286172

Website

lazarowwealth.com (opens in new tab)

Phone

(520) 276-7700

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson