Lazarus Financial Planning fees and pricing

Financial planner in Durham, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Lazarus Financial Planning charges an annual fee of $18,780 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $18,780/yr; “For new clients, the minimum annual fee is $18,780, regardless of net assets.”

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

“The annual fee is paid monthly, in advance, via ACH direct debit.”
“No refund after three months or if LFP has prepared the original Investment Strategy document.”
“Upon termination, no further payment or refund is due.”

Its annual fee of $18,780 is above the North Carolina median of $6,000. 88% of the 49 other North Carolina planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2005 (21 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $18,780 minimum fee (stated in brochure)
Clients: 27
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $58,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 136323
Website: lazarusfp.com (opens in new tab)
Phone: (919) 321-0606

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.