Robert Kerns
Kerns Legacy Planning · Phoenix, Arizona
Robert Kerns is a fee-only financial advisor at Kerns Legacy Planning in Phoenix, Arizona, who holds the CFP credential. Robert charges a percentage of assets and a one-time planning fee (one-time plans from $250 and 0.8%–1% a year of assets managed).
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Facts
| Firm | Kerns Legacy Planning |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $250 · 0.8%–1% a year of assets managed |
| Assets under management | $277K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 7207862 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kernslegacyplanning.com |
How Robert's firm compares
- A one-time plan starts at $250, below the Arizona median of $1,650 for fee-only firms that publish prices.
- Kerns Legacy Planning's average account is about $55,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Robert
Is Robert Kerns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Kerns Legacy Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets and a one-time planning fee.
How much does Robert charge?
According to Kerns Legacy Planning's website, checked October 30, 2026: one-time plans from $250; 0.8%–1% a year of assets managed.
Where is Robert Kerns based?
Robert Kerns is based in Phoenix, Arizona.
What credentials does Robert Kerns hold?
Robert Kerns holds the CFP credential.
Is Robert Kerns registered with the SEC?
Yes. Robert Kerns is registered as an investment adviser representative in AZ (CRD 7207862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kerns Legacy Planning manage?
Kerns Legacy Planning reports $277K across 5 accounts in assets under management.
How do I contact Robert Kerns?
Through Robert's website, www.kernslegacyplanning.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
- Kerns Legacy Planning 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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