A complete list of active advisors currently associated with Kerr Wealth Management
Warmer can help you find a great advisor at Kerr Wealth Management or one who fits your needs even better.
Kerr Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, business owners, corporations and charitable organizations, and also delivers pension/retirement-plan consulting and related services. The firm is a small team managing roughly $131 million in client assets across four advisors and offers ongoing portfolio management, limited- and comprehensive financial planning, held‑away account reviews, and fixed-fee 529 plan design. The firm constructs Investment Policy Statements for most clients (or uses a delivered financial plan in lieu of an IPS), applies modern portfolio allocation techniques with a mix of passive ETFs and selectively chosen individual securities, and conducts portfolio monitoring and rebalancing on a regular (typically quarterly) basis. Kerr Wealth Management provides discretionary portfolio management for individual accounts and retirement plans and can serve as either a 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager for ERISA plans. What is notable about Kerr Wealth Management relative to many team firms is its network of affiliated businesses: the owner operates Kerr Insurance Brokers, Inc. (insurance agency) and Kerr Retirement Services LLC (retirement administration/TPA), and the firm discloses both fee‑based and commissionable pathways for annuities and insurance through those affiliates. Those affiliations — and the firm’s explicit role in plan design/administration and in referring or implementing insurance/annuity solutions — are identified in the ADV as potential conflicts of interest and are disclosed to clients.
To learn more about the advisors currently working at Kerr Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fresno, CA
| 43
| |
Chesterfield, MO
| 9
| |
Lititz, PA
| —
| |
Fresno, CA
| 11
| |
Fresno, CA
| 30
|
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