Kerr Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$128,012,048
Clients
543
Advisors
3
across 2 offices
About
Kerr Wealth Management provides investment management and financial planning to a mix of individual clients (including high‑net‑worth and non‑HNW households), business owners, corporations, and charitable organizations, and also offers services for retirement plans. The firm’s services include ongoing portfolio management, comprehensive and limited‑scope financial plans, and pension/employee benefit plan consulting for 401(k) and similar plans.
The firm documents client risk profiles in Investment Policy Statements (or within delivered financial plans), manages discretionary accounts using a blend of passive and active instruments (ETFs, mutual funds, individual securities and multifactor strategies), and monitors and rebalances portfolios on a periodic and as‑needed basis. For employer plans, Kerr can serve in either a limited‑scope, non‑discretionary 3(21) advisory capacity or as a discretionary 3(38) investment manager, and it provides participant education and monitoring reports as part of plan services.
Noteworthy differences from many peers include operating affiliated businesses that provide insurance brokerage and retirement plan administration, and the firm’s explicit disclosure that it may recommend those affiliates and receive additional compensation for related insurance sales (including annuities) or plan‑administration work. The brochure emphasizes these affiliations as potential conflicts of interest, and states the firm documents and discloses such conflicts when making referrals to affiliated entities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees range from $175 to $25,000 (negotiable); 529 plan advisory fee: $250 annually; New account processing fee: $45 per application; Administrative fee: $45 per document; ERISA plan setup billed hourly based on scope; Plan participant application fee: $25
0.50% - 3.0% (negotiable)
Annuity purchases through affiliate insurance agency generate commissions; also, insurance products sold by Kerr Insurance Brokers, Inc. pay commissions (conflict of interest)
Financial planning and consulting: $150 per hour; mediation or attorney requested expert financial services: $450 per hour; retirement plan services: $150 per hour
Fee-only: Hourly financial planning and consulting: $150 per hour; mediation or attorney requested expert financial services: $450 per hour; fixed fees for financial planning and consulting: Minimum $175 – Maximum $25,000 (negotiable)
Main office
See officeOakwood OH
Advisors at this office
1
Offices (2)
Most active in
California · Missouri · Ohio · Pennsylvania · Tennessee · Texas · Vermont
Also doing business as
Blosser Harrison Wealth Management · Decicco Capital Advisors · Giorgio Financial Advisors · Kerr Financial Planning Corporation · Kerr Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Thomas C
Series 63, Series 65
Freson, CA
Kerr Wealth Management
Thomas Chandler is a financial advisor at Kerr Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill (1997–2014), LPL Financial (2014–2018), and Kovack Securities (2018–present). Outside of advisory work, he is also involved in life insurance sales. Kerr Wealth Management serves individual clients, business owners, corporations, and charitable organizations with investment management and financial planning. The firm offers portfolio management, financial plans, and retirement plan consulting, managing discretionary accounts using a mix of passive and active strategies while also providing services for employer-sponsored retirement plans.
Todd P
Series 63, Series 65, Series 66
Fresno, CA
Kerr Wealth Management
Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Wells Fargo Clearing, and Prudential Equity Group. He has been with Kerr Wealth Management since 2020. Kerr Wealth Management provides investment management and financial planning for individuals, business owners, corporations, and charitable organizations, including services for retirement plans. The firm manages discretionary accounts using a combination of passive and active strategies and offers both limited-scope and discretionary advisory services for employer plans.
Andrew K
Series 63, Series 65
Oakwood, OH
Kerr Wealth Management
Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.
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