Jennifer Lazarus
Lazarus Financial Planning, LLC · Durham, North Carolina
Jennifer Lazarus is a fee-only financial advisor at Lazarus Financial Planning, LLC in Durham, North Carolina, who holds the CFP credential. Jennifer focuses on sustainable & impact investing. Lazarus Financial Planning, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lazarus Financial Planning, LLC |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $58M across 113 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4827313 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lazarusfp.com |
How Jennifer's firm compares
- Lazarus Financial Planning, LLC's average account is about $513,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Jennifer
Is Jennifer Lazarus a fee-only financial advisor?
Yes. Jennifer Lazarus is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer's firm, Lazarus Financial Planning, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Lazarus based?
Jennifer Lazarus is based in Durham, North Carolina.
What does Jennifer specialize in?
Jennifer's specialties include sustainable & impact investing.
What credentials does Jennifer Lazarus hold?
Jennifer Lazarus holds the CFP credential.
Is Jennifer Lazarus registered with the SEC?
Yes. Jennifer Lazarus is registered as an investment adviser representative in NC (CRD 4827313), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lazarus Financial Planning, LLC manage?
Lazarus Financial Planning, LLC reports $58M across 113 accounts in assets under management.
How do I contact Jennifer Lazarus?
Through Jennifer's website, lazarusfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lazarus Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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