# Julie Kern

> Julie Kern is a fee-only financial advisor at Bridge Financial Strategies in Scottsdale, Arizona, who holds the CFP credential. Julie focuses on retirement planning, tax planning and estate & legacy planning. Bridge Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-kern/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bridge Financial Strategies
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $89.5M across 214 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer, Founders (pre-exit), Divorce financial planning
- **Works with:** Multi-generational families, Founders, Pre-retirees, Retirees, Divorced individuals
- **CRD:** 4592242 (https://adviserinfo.sec.gov/individual/summary/4592242)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 65 (2002), Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.bridgefinancialstrategies.com

## Frequently asked questions

### Is Julie Kern a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Bridge Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie's firm, Bridge Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Julie charge?

According to Bridge Financial Strategies's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Julie Kern based?

Julie Kern is based in Scottsdale, Arizona.

### What does Julie specialize in?

Julie's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer, founders (pre-exit) and divorce financial planning. Julie works with multi-generational families, founders, pre-retirees, retirees and divorced individuals.

### What credentials does Julie Kern hold?

Julie Kern holds the CFP credential.

### Is Julie Kern registered with the SEC?

Yes. Julie Kern is registered as an investment adviser representative in AZ and TX (CRD 4592242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bridge Financial Strategies manage?

Bridge Financial Strategies reports $89.5M across 214 accounts in assets under management.

### How do I contact Julie Kern?

Through Julie's website, www.bridgefinancialstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4592242): 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
- The firm's website (https://www.bridgefinancialstrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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