Jason Lazarow
Lazarow Wealth Management · Tucson, Arizona
Jason Lazarow is a fee-only financial advisor at Lazarow Wealth Management in Tucson, Arizona. Jason focuses on retirement planning. Lazarow Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Lazarow Wealth Management |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.9M across 85 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5641586 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lazarowwealth.com |
| Profile |
How Jason's firm compares
- Lazarow Wealth Management's average account is about $176,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Jason
Is Jason Lazarow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Lazarow Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Lazarow Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Lazarow based?
Jason Lazarow is based in Tucson, Arizona.
What does Jason specialize in?
Jason's specialties include retirement planning. Jason works with pre-retirees and retirees.
Is Jason Lazarow registered with the SEC?
Yes. Jason Lazarow is registered as an investment adviser representative in AZ and TX (CRD 5641586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lazarow Wealth Management manage?
Lazarow Wealth Management reports $14.9M across 85 accounts in assets under management.
How do I contact Jason Lazarow?
Through Jason's website, www.lazarowwealth.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
- Lazarow Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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