# John Phelan

> John Phelan 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.

Page: https://find.wellspent.co/advisors/john-phelan/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $54.0M across 180 accounts
- **CRD:** 6202586 (https://adviserinfo.sec.gov/individual/summary/6202586)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.harrisonlazarus.com

## Frequently asked questions

### Is John Phelan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John's firm, Harrison Lazarus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Phelan based?

John Phelan is based in San Francisco, California.

### Is John Phelan registered with the SEC?

Yes. John Phelan is registered as an investment adviser representative in CA (CRD 6202586), 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 John Phelan?

Through John's website, www.harrisonlazarus.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6202586): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.