Kerns Legacy Planning

Overview

Kerns Legacy Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. The firm functions as a capital allocator, directing client capital to outside managers and alternative offerings when appropriate. According to filings, it does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices