Harrison Lazarus, Jr.
Harrison Lazarus Advisors · San Francisco, California
Harrison Lazarus, Jr. is a fee-only financial advisor at Harrison Lazarus Advisors in San Francisco, California. Harrison Lazarus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harrison Lazarus Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.0M across 180 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5339316 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.harrisonlazarus.com |
| Profile |
How Harrison's firm compares
- Harrison Lazarus Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Harrison
Is Harrison Lazarus, Jr. a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harrison holds no broker registration, and Harrison Lazarus Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harrison charge for financial advice?
Harrison's firm, Harrison Lazarus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Harrison Lazarus, Jr. based?
Harrison Lazarus, Jr. is based in San Francisco, California.
Is Harrison Lazarus, Jr. registered with the SEC?
Yes. Harrison Lazarus, Jr. is registered as an investment adviser representative in CA (CRD 5339316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harrison Lazarus Advisors manage?
Harrison Lazarus Advisors reports $54.0M across 180 accounts in assets under management.
How do I contact Harrison Lazarus, Jr.?
Through Harrison's website, www.harrisonlazarus.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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