John Kerns
Meridian Investment Counsel · Lafayette, California
John Kerns is a fee-only financial advisor at Meridian Investment Counsel in Lafayette, California. Meridian Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Investment Counsel |
|---|---|
| Based in | Lafayette, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $723.4M across 619 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2411385 |
| Exams passed | Series 65 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
How John's firm compares
- Meridian Investment Counsel's average account is about $1.2 million, from its Form ADV (assets managed divided by 619 accounts).
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Questions about John
Is John Kerns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Meridian Investment Counsel 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, Meridian Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Kerns based?
John Kerns is based in Lafayette, California.
Is John Kerns registered with the SEC?
Yes. John Kerns is registered as an investment adviser representative in CA (CRD 2411385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Investment Counsel manage?
Meridian Investment Counsel reports $723.4M across 619 accounts in assets under management.
How do I contact John Kerns?
Contact details aren't on file yet. Search for Meridian Investment Counsel.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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