KERNS LEGACY PLANNING

Overview

Kerns Legacy Planning is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selecting other advisers on clients’ behalf. It identifies itself as a capital allocator, which suggests it sources or allocates capital to third‑party managers or alternative offerings in addition to managing client portfolios directly. Kerns Legacy Planning charges either a percentage of assets under management or fixed fees and does not describe itself as an active ESG investor. The firm appears to operate within a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices