# Kerns Legacy Planning

Kerns Legacy Planning is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/robert-trey-kerns

## Regulatory record

- **CRD number:** 340407
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340407

## About

Kerns Legacy Planning is a state-registered investment adviser in Phoenix, AZ. The firm manages $276,830 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Where is Kerns Legacy Planning headquartered?

The headquarters location for Kerns Legacy Planning is not listed in public records or accessible firm listings. The firm does not maintain a publicly available website or LinkedIn profile, and no address is documented in comprehensive databases.

### Who leads Kerns Legacy Planning?

No named principals, executives, or senior leadership are identified for Kerns Legacy Planning in public records. The firm's team composition and leadership structure are not documented in available sources.

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Last updated: 2026-06-03T20:00:00.000Z

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