Firm
Kerns Legacy Planning
Phoenix, Arizona
Fee-only
Kerns Legacy Planning at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its average account is about $55,000 (assets it manages divided by its 5 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | kernslegacyplanning.com |
| Phone | (602) 556-0962 |
Kerns Legacy Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $250 |
|---|---|
| Asset-based fee | 0.8% to 1% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Relationship-based pricing generally ranges from 0.80% to 1.00% of assets under management annually" source
"Relationship-based pricing generally ranges from 0.80% to 1.00% of assets under management annually" source
"$250 one-time fee" source
"Relationship-based pricing generally ranges from 0.80% to 1.00% of assets under management annually" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 4 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 340407 |