RIA Intel›Advisers›Arizona›KERNS LEGACY PLANNING LLC

KERNS LEGACY PLANNING LLC

Advisory

PHOENIX, AZ

Data as of Aug 13, 2026 · Source: SEC Form ADV

Average account

$55K

across 5 accounts

AUM per adviser

$277K

1 adviser

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$277K

Discretionary %

100%

Clients

4

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$277K

Discretionary AUM$277K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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CORVUS FINANCIAL LLC

$186K

GLOBAL WEALTH PARTNERS, LLC

SCOTTSDALE, AZ

$150K

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