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Investment Advisors.

Certified Financial Planners.

Tax Preparers.

Fresno, CA.

Q.

Who are we?

A.

Registered Investment Advisors.

Certified Financial Planners.

Retirement Consultants.

Tax Professionals.

"Hi, we are Kerr Wealth Management in Fresno, CA. Kerr Wealth Management is a fee-based Registered Investment Advisor (RIA). Our Certified Financial Planners (CFP), Investment Advisors and Tax Advisors help people invest in their future, reduce taxes, save money and retire with confidence. 

The customers we help happen to be successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."  

Start Your Plan Today

WHY PLAN AND INVEST WITH KERR WEALTH MANAGEMENT

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About You

It's about you.  Nothing is conflict free but as Certified Financial Planners (CFP) and Enrolled Agents (EA) we do our best to help you where you need it the most. The old way, your advisor's broker dealer firm came first.

Planning & Advice

Retire on your terms! Proper financial planning can help you get a better idea of what your future might look like. The old way of doing business meant you had to buy a product first. Our way, we start with you first.

Straight Forward Investing

Keep it simple. After careful planning our Fresno, CA Certified Financial Planners (CFP) and investment advisors work together to develop and manage your tailored investment portfolio. The old way - you purchased a product first from a broker and then you had to figure it out.

FINANCIAL PLANNING

Using a fee-based approach, our team of Certified Financial Planners (CFP) tailor holistic financial plans to our client's needs. 

INVESTMENT MANAGEMENT

We are an independent investment advisory boutique staffed with Accredited Wealth Managers and Certified Investment Management Analysts. Providing an actively managed approach to portfolio management, Kerr Wealth offers experience and a deep understaning of the stock market, fixed income markets, financial products and more.

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401(K) & RETIREMENT PLANS

Kerr Wealth Management can help your business implement and manage a qualified retirement plan including; 401(k), profit share, SIMPLE IRA's and SEP IRA plans. Together, our team can offer a retirement plan solution for your small business.

TAX PREPARATION

With our team of tax professionals and Enrolled Agents (EA), Kerr Wealth Management takes a proactive approach of incorporating your taxes into your financial plan, giving you a true holistic approach. 

Personalized Wealth Management Services

Individual Solutions

Kerr Wealth Management specializes in holistic life-cycle financial planning and investment management. Holistic means we start by exploring what money represents to you and aligning your finances and investments with your life.

Business Solutions

Kerr Wealth provides strategic financial advice to small 

business owners while helping them reduce organization slack, reduce tax and enhance the wealth of employees and owners. Together the advisors, accountants and risk managers at Kerr Wealth Management can help you with many areas of your business and personal finance.

"Our Clients Engage Us For Experienced Financial Advice"

Our Financial Planning Process

Gather Information

Establish Goals & Objectives

Analyze Your Situation

Develop a Plan

Implement Plan

  • Tax-efficient coordination of investment assets across various types of accounts.

  • Strategizing the ultimate backup retirement financing.

  • Developing a plan that identifies a required rate of return on all investment assets.

  • Identifying a required rent roll and cap rate on an investment rental property.

  • How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.

  • Implementing the right withdrawal rates and RMD's during retirement.

  • Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.

  • Knowing how they can retire, when they can retire, and if they actually have enough money.

  • Understanding and planning for catastrophic long-term medical expenses.

  • Strategizing the ultimate backup retirement financing.

  • Social Security timing, delaying, and claiming decisions.

  • And much, much more!

Monitor and Review Your Financial Plan

Easy ways to start saving for retirement...

Starting from just $1.00 in savings, if you saved $100 per month for just 10 years and earned 6.5%, you could have $16,842.23. Start saving today and you might be pleasantly surprised.

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More About Us

Now that you know we are fee-only. What else should you know? Kerr Wealth Management is a Registered Investment Advisor (RIA). RIA stands for you. It also means we are registered directly with the state of California as a fiduciary investment advisory. What else? We are staffed with Certified Financial Planners (CFP), Enrolled Agent (EA) tax preparers and Chartered Retirement Plan Counselors (CRPC) who have completed rigorous education requirements and adhere to the CFP Board of standards and ethics. This also means we do not work for a broker dealer. How does this help you? It means we do not have a sales quota. You pay us directly and we identify your goals first, then we talk investment solutions or products. The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios and reducing client tax liabilities using current tax strategies. 

Meet the team and get your financial checkup.

Get your financial checkup today.

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Driving Directions

Contact

Kerr Financial Planning Corporation

2507 W. Shaw Ave. Fresno, CA 93711

Phone (559) 277-4772

Fax (559) 573-8558

CFP, EA, AWM, CRPC, Series 65

akerr@kerrwealth.com

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Terms of use                               

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 Kerr Wealth Management.


Important notice regarding investment advisory services: Fee-based means we charge fees for financial plans and investment management. From time to time we may be asked by a client to help purchase a product through our affiliate or we may find that a product is suitable in lieu of the stock market. This creates a conflict of interest because a commission is earned for such product sales. Financial Planning, Investment Advisory and ERISA services offered through Kerr Financial Planning Corporation, Inc. DBA: Kerr Wealth Management, A Registered Investment Advisor, (RIA). RIA does not mean a designation. Retirement plan administration, record keeping, 5500 filings and general retirement plan documents, tax services and accounting services provided by Kerr Payroll Solutions, LLC a provider of payroll and retirement plan administration. Insurance products are not sold or provided by Kerr Wealth Management. Insurance services are provided by Kerr Insurance Brokers, Inc. Kerr Insurance Brokers, Inc., Kerr Payroll Solutions, LLC. and Kerr Wealth Management are affiliated. Kerr Wealth Management is not affiliated to any investment custodian mentioned on this site. Kerr Wealth Management and it' Financial Advisor's give insurance, pension, limited tax, limited estate, business development, investment management, retirement plans and other advisory services or advice. This website is not to be interpreted as advice whatsoever, nor is it a solicitation of an investment or security. To view the status of your financial advisor's licensing, credentials, certifications, professional background and disclosures go to www.adviserinfo.sec.gov. Trade orders must be made verbally or in person or in writing. Interest or other requests that are not trade orders may be accepted via text. This website should not be considered as financial, legal, tax or investment advice. Kerr and it's advisor's do not give legal. Any recommendations relating to corporate structure or tax should be verified by your accountant or attorney. Diversification, active management and asset allocation do not guarantee returns or eliminate risk. Diversification could still lead to loss of principal value. Diversification and asset allocation attempt to spread risk across various asset classes. Self directed IRA's do not guarantee growth and investors should understand the risk before investing in real estate, commodities, precious metals, tax liens, notes or other alternative assets. Kerr Wealth Management and it's advisor's are not real estate agents, brokers and do not provide legal real estate advice. Investors are solely responsible for their decisions to invest in a self directed IRA. Kerr Wealth Management and it's Advisor's do not make recommendations of any specific investments through a self directed IRA account other than traditional investments like publicly trades securities like mutual funds, ETF's, stocks, bonds, CD's and Cash. We may assist investors understand the risk and potential cash flow or loss associated with a self directed IRA investment that is not a traditional publicly traded security. Kerr Wealth Management and it's advisor's are not commodity brokers, advisor's or traders. Self directing involves potential tax complications and unique risk that may be higher or lower than investing in publicly traded markets and investors should consult with their tax advisor about potential UBIT or UDFI taxation. Videos posted on our website may or may not be produced or owned by Kerr Wealth Management and may have been provided by a fund company or third party. We do not warranty or guarantee the information in the videos and the content in the videos should only be interpreted as educational or informational. Not financial advice. Kerr Wealth Management's financial planning process may require a few hours to multiple meetings and various drafts. Incomplete or incorrect information provided to Kerr Wealth Management during the planning process may have an adverse affect on the planning result and it is up to the client to confirm and verify information provided and the accuracy of plan data. It is up to the client to adopt and act on the changes recommended and up to the client to follow the disciplines recommended beyond the initial planning process. Review meetings are recommended but planning ceases at the delivery of an initial plan. Various aspects of the financial planning process may include conflicts of interest. Conflicts exist when we recommend investing, purchasing an insurance product or annuity or service provided by one of our affiliates because additional compensation is involved which may be commissions. Annuities may be part of a plan recommendation or product recommendation when a client is desiring fixed income or long term asset protection. Recommending such product creates a conflict of interest because a commission is earned and is in addition to fees charged for planning or other advisory services. Recommendations related to retirement accounts and recommendations to use any insurance service, retirement administration or other service from one of our affiliated companies could be a conflict of interest because additional compensation may be earned. Nothing on this website should be considered a recommendation or solicitation of investment advice or products. Nothing our advisors, staff, website or other affiliates say or do is conflict free. Virtually all recommendations and actions involve a conflict of interest and it is up to the customer to act on an recommendations or inquire about such conflicts. Our advisors and affiliate's may be compensated for the sale of insurance products, retirement plan record keeping services, payroll or bookkeeping. Please read our ADV brochure below to understand how our fee structure works as well as any other services that may be provided by our company or affiliated Kerr Companies that could create a conflict of interest. Kerr Wealth Management does review tax returns as part of our financial planning services but and does provide tax preparation services directly to the public. If tax services are recommended this also creates a conflict of interest because additional compensation is earned by our affiliate in addition to the fee's charged for advisory and planning. Kerr Wealth Management does not draft wills or trusts however Kerr Wealth Management may review your will or trust as part of the financial planning process. Kerr Wealth Management's advisory staff may recommend fixed annuity products as a fixed income or asset protection allocation in lieu of bond or CD markets when interest rates are too low to accomodate a client's need's or interest. This creates a conflict of interest if the annuity is purchased through our affiliate becasue a commission is earned for the sale of such product. 

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Leaving Site Disclaimer
You are now leaving Kerr Wealth Management's website and are going to a website that is not operated by the firm. We are not responsible for the content or availability of linked sites.

 

ABOUT THIRD PARTY LINKS ON OUR SITE
Kerr Wealth Management offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management. ​​

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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© 2015 - 2020 Kerr Financial Planning Corporation, DBA: Kerr Wealth Management. FINRA/SEC CRD#277142

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