Kerns Legacy Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$5,000

“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning and Consulting Fees Fixed Fees The negotiated fixed rate for financial planning and consulting is between $250 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kerns Legacy Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KLPL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KLPL’s fees, within five business days of signing the Financial Planning and Consulting Agreement.”

How Kerns Legacy Planning’s fees compare

• Its flat or project fee of $250-$5,000 spans the Arizona median of $3,100. 39% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 13 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Kerns Legacy Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$276,830

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340407

Website

kernslegacyplanning.com (opens in new tab)

Phone

(602) 556-0962

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• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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