KERNS LEGACY PLANNING

KERNS LEGACY PLANNING of PHOENIX, AZ is an SEC-registered investment adviser (CRD 340407). Regulatory assets under management: $277K.

Registration

• CRD: 340407
• Type: Registered investment adviser
• Location: 3509 E SHEA BLVD, PHOENIX, AZ, 85028
• Phone: (602) 556-0962
• Latest filing: 2026-04-27
• Regulatory AUM: $277K
• Discretionary AUM: $277K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search