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Transparent Pricing

All fees are discussed before any engagement begins and are documented in writing. Please review Kerns Legacy Planning’s Form ADV Part 2A and advisory agreement for complete information regarding services, fees, conflicts of interest, and risks.

Introductory Meeting

  • No-cost 30-minute introductory meeting to review your needs, our services, and whether there may be a mutual fit

  • The introductory meeting is offered at no cost and with no obligation. The purpose is to understand your needs and determine whether there may be a mutual fit.

Comprehensive Financial Plan

  • $250 one-time fee

  • 45-minute collaborative planning session

  • Includes goal review, planning analysis, and general next-step recommendations based on the scope of the engagement

  • Included at no additional cost for current clients

Investment Consultation

  • One-time fee disclosed and agreed to in writing before the consultation begins. Fees vary depending on the scope of the engagement and are described in the firm’s advisory agreement and disclosure documents.

  • 45-minute meeting focused on portfolio review, allocation considerations, risk exposure, and potential implementation options

  • Included at no additional cost for current clients

    Managed Investment Relationships

  • Relationship-based pricing generally ranges from 0.80% to 1.00% of assets under management annually, depending on the relationship, scope, and assets managed. Fees are disclosed in writing before any advisory relationship begins and are described in the firm’s Form ADV Part 2A and advisory agreement.

  • Ongoing portfolio management, monitoring, and rebalancing

  • Includes investment management, planning support, and periodic reviews as described in the advisory agreement