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Footlamp

Updated today

Client AUM

$23,084,398

Clients

27

Advisors

1

of 1 employees

About

Footlamp Financial (Kerns Wealth Management, LLC) is a fee-only registered investment adviser that works with individuals, high‑net‑worth individuals, and pension/profit‑sharing plans. The firm provides investment supervisory services, financial planning (both one‑time and ongoing), and directs clients to independent third‑party registered advisers for portfolio administration and implementation.

The firm’s investment approach emphasizes a long‑term buy‑and‑hold strategy and the use of modern portfolio theory as implemented by third‑party managers. Footlamp operates under both discretionary and non‑discretionary arrangements: third‑party advisers typically execute trades, while clients must generally approve changes to underlying program portfolios as set out in the investment management agreement.

Notably, Footlamp supplements standard custodial reporting with periodic written materials and participation in client education events and third‑party educational conferences, activities that are less common among independent advisers. As a solo CFP® practitioner, the firm also offers bundled, fixed‑fee planning services that coordinate accountants, attorneys, and insurance professionals for more complex client situations and manages roughly $23 million in client assets.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Wealth management Passive / index investing Private / alternative investments

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Fee options

Fixed

Flat fees between $1,500 and $10,000 for one-time financial planning; fixed annual fees between $10,000 and $36,000 for ongoing financial planning and investment management

Percentage

$1 - $1,000,000: 1% $1,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.50%

Project-based

Hourly rate used to calculate refunds for fees paid in advance (exact hourly rate negotiable/not specified)

Other

Account minimum: $1,000,000 Minimum fee: Flat fee between $10,000 and $36,000 annually for ongoing financial planning and investment management; minimum $750 per project consulting fee Fee-only: Fixed fees for financial planning and consulting services ranging from $750 per project to $36,000 annually for ongoing services

Main office

3715 Northside Parkway, Bldg 100 Suite 500

Atlanta GA 30327

Advisors at this office

1

Most active in

Alabama · Georgia

Also doing business as

Edward V. Kerns, Insurance Agent · Footlamp · Footlamp Financial · Kerns Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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