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Fee-only financial advisors in Fresno, CA.

Unbiased financial advice, a fiduciary relationship and transparent pricing.
Talk to the #1 rated financial advisor in Fresno, CA.



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Putting clients first gets noticed...

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Awarded KERR WEALTH MANAGEMENT as The Best Financial Planner in Fresno, California for 2023. An overall quality score exceeding 95% was achieved, making them the top ranked in Fresno, California. Award determined by Quality Business Awards. Kerr Wealth did not pay for this recognition. Read about our award.



Best rated completed a rigorous 50-Point inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. Kerr Wealth was awarded the most stars with a score of 112. Ratings were determined by Best Rated.



The Central Valley and Fresno Bee

voted Kerr Wealth Management as the best

wealth management company for 2024.

Experienced advisors helping you solve financial problems and building your roadmap to independent wealth.

Stocks on a Screen

Capitalizing on our modern investment capabilities

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Plan for your ideal retirement lifestyle

In a Meeting

Designing your financial roadmap

Implement a small business retirement plan.

Tax planning and preparation

Develop your investment approach

Manage your optimal retirement income

Plan for your major life events

Manage your downside risk

Invest in the future

Help you transition from working years to freedom years

Estate planning and generational transfers

Manage your estate / trust investments

Incorporate real estate into your investment portfolio

Strategic Business Planning

Comprehensive Wealth
Management Services in Fresno, CA



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

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

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For us, it's all about YOU!

Transparent Pricing

Nothing is conflict free but as fee-only financial advisors we do our best to help you where you need it the most. With our fee-only pricing we disclose our fee's upfront. 

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 and identify risks, opporunities and design a roadmap to independent wealth and financial freedom.

Straight Forward Investing

Keep it simple. After careful planning our team of fee-only advisor's 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.

How we work together is entirely up to you.

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Get ahead with professional investing advice

Kerr Wealth offers a professional 1-on-1 wealth management approach with an experienced fiduciary advisor backed by a team of dedicated staff, and professional managed portfolios to meet your needs.

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Intelligent Advisory Support

Through our institutional relationship with Charles Schwab and with our advanced intelligent systems we can manage your existing portfolio so you dont have to. For a small fee our investment advisors will guide you along the way.

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Intelligent Portfolios

With the help of our professionals we carefully design a portfolio model that doesnt rely on timing or what if's. Following a time tested allocation approach we can help you reach your future income needs.

A Wealth Management Firm With 
Many Facets


Using a fee-only approach, our team of financial advisors tailor holistic financial plans to meet our client's needs. 


We are an independent investment advisory firm 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, cryptocurrency and more.

401(K) & Retirement 

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 of tax experts we can help your business reduce taxes through various pension plan strategies and defined contribution plans.

Tax Preparation

With our team of tax professionals Kerr Wealth Management takes a proactive approach by incorporating in depth tax planning into your financial plan; giving you a true holistic approach.

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, taxes and investments with your life.

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Business Solutions

Kerr Wealth provides strategic financial advice to small 

business owners. We can seriously help you improve cash flow and save on taxes.

  • Reduce organizational slack.

  • Business goals.

  • Business benchmarking.

  • Business Models.

  • Financial roadmap.

  • Structure a budget.

  • Review business insurance and risk exposures.

  • Reduce tax liabilities.

  • Enhance wealth of employees and owners.

  • Review financial reports.

  • Analyze opportunities for pension plan and 401k savings.

"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

Monitor and Review Your Financial 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!

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.

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 Fiduciary Investment Advisors who have completed rigorous education requirements and adhere to fiduciary standards. This also means we do not work for a middle man, broker dealer or insurance company.

How does this help you?

You pay us directly and it can help reduce conflicts and help reduce costs.

The Kerr Wealth approach addresses your goals first, then we talk investment solutions.

A team approach.

The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios. This helps us ensure we are meeting your needs and remaining at the top of our game.

Meet the team and get your financial checkup.

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