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Advisor

Andrew Kerns

Accountable Financial Planning LLC · Westerville, Ohio

Andrew Kerns is a fee-only financial advisor at Accountable Financial Planning LLC in Westerville, Ohio, who holds the CFP credential. Andrew charges a flat fee or retainer, an ongoing planning fee and hourly fees and focuses on tax planning and retirement planning.

Flat fee or retainerOngoing planning feeHourly Fee-only CFP

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Specialties

Who they serve

  • Pre-retirees
  • Retirees
  • HENRY (High Earners, Not Rich Yet)
  • Divorced individuals

Facts

FirmAccountable Financial Planning LLC
Based in Westerville, Ohio
Fee modelFlat fee or retainer · Ongoing planning fee · Hourly
Accepting new clientsYes
CredentialsCFP
SEC registration Investment adviser representative in OH · CRD 5617485
Firm size2 employees
Disclosures None reported
Websiteaccountablefp.com

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Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Andrew

Is Andrew Kerns a fee-only financial advisor?

Yes. Andrew Kerns 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 Andrew's firm.

How does Andrew charge for financial advice?

Andrew charges a flat fee or retainer, an ongoing planning fee and hourly fees.

Where is Andrew Kerns based?

Andrew Kerns is based in Westerville, Ohio.

What does Andrew specialize in?

Andrew's specialties include tax planning and retirement planning. Andrew works with pre-retirees, retirees, HENRY (High Earners, Not Rich Yet) and divorced individuals.

What credentials does Andrew Kerns hold?

Andrew Kerns holds the CFP credential.

Is Andrew Kerns registered with the SEC?

Yes. Andrew Kerns is registered as an investment adviser representative in OH (CRD 5617485), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How do I contact Andrew Kerns?

Through Andrew's website, accountablefp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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