Andrew Kerns
Andrew Kerns is a CFP-designated registered investment advisor at Accountable Financial Planning LLC, based in Westerville, OH, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 60 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Accountable Financial Planning offers investment advice and non-discretionary investment management as part of their retainer engagements. They do not charge a percentage of your portfolio. Instead, you'll pay a flat annual fee for a coordinated set of financial planning services, including investment advice. In limited circumstances, they may offer services on an hourly fee basis.
Contact
Andrew Kerns
Location
Westerville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Accountable Financial Planning LLC
Previous Registrations
Fee-Only Financial Planning, L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Andy is a founding partner of Accountable Financial Planning LLC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a NAPFA-Registered Financial Advisor, a Registered Investment Advisor Representative in the State of Ohio, and an IRS Annual Filing Season Program Participant.