# Lazarus Financial Planning

> Lazarus Financial Planning is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 136323
- Filed as: LAZARUS FINANCIAL PLANNING
- Legal name: Lazarus Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136323
- AdvisorCensus page: https://advisorcensus.com/firm/lazarus-financial-planning-136323

## Quick answers

**How is Lazarus Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Lazarus Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Lazarus Financial Planning registered with the SEC or a state?**
Lazarus Financial Planning is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136323.

**How much does Lazarus Financial Planning manage?**
Lazarus Financial Planning reports $58,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Lazarus Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (12).

**Does Lazarus Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136323

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $58,000,000
- Discretionary: $58,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,700,000 |
| High net worth individuals | 12 | $53,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lazarusfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lazarus Financial Planning (CRD 136323): Form ADV filing data as of October 2026.