K
$276.8K Total AUM
$276.8K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2026
- Office Locations
- 1
Office Locations
3509 E Shea Blvd STE 109 Phoenix AZ
About Kerns Legacy Planning
Kerns Legacy Planning is a Phoenix-based RIA. The firm has been operating for 0 years. Managing $276.8K in total assets under management, with 1 advisory representatives.
Team overview
26 AVG AGE
$276.8K AVG AUM / ADVISOR
$69.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
Robert Bruce Kerns III
Chief Compliance Officer, Managing Member
- CRD
- #7207862
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,830 | -- |
| Non-Discretionary | $0 | -- |
| Total | $276,830 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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