Martha Kern
Plan First Wealth · Greenwich, Connecticut
Martha Kern is a fee-only financial advisor at Plan First Wealth in Greenwich, Connecticut, who holds the CFP and ChFC credentials. Martha charges a percentage of assets (1% a year on the first tier of assets managed).
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Who they serve
- Newcomers (immigration)
Facts
| Firm | Plan First Wealth |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $140.3M across 204 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL · CRD 4828247 |
| Exams passed | Series 63 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planfirstwealth.com |
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Questions about Martha
Is Martha Kern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martha holds no broker registration, and Plan First Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martha charge for financial advice?
Martha charges a percentage of assets.
How much does Martha charge?
According to Plan First Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Martha Kern based?
Martha Kern is based in Greenwich, Connecticut.
What credentials does Martha Kern hold?
Martha Kern holds the CFP and ChFC credentials.
Is Martha Kern registered with the SEC?
Yes. Martha Kern is registered as an investment adviser representative in FL (CRD 4828247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan First Wealth manage?
Plan First Wealth reports $140.3M across 204 accounts in assets under management.
How do I contact Martha Kern?
Through Martha's website, www.planfirstwealth.com.
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
- Plan First Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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