Fresno, CA Office
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Kerr Wealth Management
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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.
Based on Kerr Wealth Management
Expertise
Based on Kerr Wealth Management
Location
7255 N. First Street, Suite 101
Fresno CA 93720
Advisors at this office
2
Advisors at this office
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.
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