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 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.
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.
You can also browse Kerr Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Freson, CA
| 43
| |
Oakwood, OH
| 11
| |
Fresno, CA
| 30
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)