# Lazarus Financial Planning

Lazarus Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** lazarusfinancialplanning.com

## Regulatory record

- **CRD number:** 136323
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136323

## About

LAZARUS FINANCIAL PLANNING is a state-registered investment adviser with $58 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Wealth Management & Financial Services

## People

- Justin M. Lazarus

## Questions

### Is Lazarus Financial Planning a fiduciary?

Yes. Registered investment advisors in the United States are held to a fiduciary standard under the Investment Advisers Act of 1940. This legally requires Lazarus Financial Planning to act in each client's best interest, to provide full and fair disclosure of material facts, and to avoid conflicts of interest — a higher standard than the suitability standard applied to broker-dealers.

### What types of clients does Lazarus Financial Planning serve?

The firm's public positioning points to individuals and families, a client segment that aligns with its emphasis on comprehensive financial planning. Its service model is designed for accumulators planning for retirement, professionals with equity compensation to manage, and retirees seeking sustainable withdrawal strategies.

### What investment strategy does Lazarus Financial Planning use?

The firm builds client portfolios using low-cost ETFs and mutual funds, a passive indexing approach grounded in modern portfolio theory. Portfolios are diversified across asset classes and geographies, with allocations tailored to each client's goals and risk tolerance. Tax efficiency and cost control are central to the strategy.

### How is Lazarus Financial Planning regulated?

The firm or applicable state securities regulator, depending on its assets under management. It files Form ADV disclosures that are publicly available through the SEC's Investment Adviser Public Disclosure website, providing details on services, fees, disciplinary history, and ownership.

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- [PHARAOH FINANCIAL GROUP](https://altss.com/profile/pharaoh-financial-group-inc)
- [Pinnacle Retirement & Financial Planning](https://altss.com/profile/pinnacle-retirement-and-financial-planning)

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Last updated: 2026-08-14T12:30:00.000Z

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