Footlamp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,084,398
Clients
27
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$854,978
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
Fee options
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
$1 - $1,000,000: 1% $1,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.50%
Hourly rate used to calculate refunds for fees paid in advance (exact hourly rate negotiable/not specified)
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 location
Footlamp
3715 Northside Parkway, Bldg 100 Suite 500
Atlanta GA 30327, United States
Number of offices
2
Most active in
Footlamp has reported serving >5 clients in these states in the last 12 months.
Alabama · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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