About Kerr Wealth Management in Fresno, CA

Kerr Wealth Management is a fee-only registered investment advisor staffed with Certified Financial Planners (CFP), accountants and retirement plan consultants. We specialize in investments, financial planning and financial advice.

Aside from what we do for customers, the Kerr Companies is independent of a Broker/Dealer or insurance company. Being independent helps us work directly with our clients objectively. We bill our clients directly so there is no middle man or product sales. 

Our independence helps us create winning customer experiences. From the way we are compensated to the way we work for you, your best interest is always front and center. Our customer experience's mean everything to us and we make it our goal to make you feel like family every time you call, come to one of our offices or during your annual financial checkup.

Our Core Values

  1. Value People

  2. Embrace Change

  3. Do Right by Customers

  4. Delight Customers

  5. Be Educators, Not Salesman

 

Who do we work with?

  • Small business owners to midsize operations. (1-150 employees).

  • Individuals planning for retirement.

  • Employees retirement plan participants.

  • Business owners and their families.

  • Professionals. (Attorney, Accountant, Physicians, Executives)

  • Planning for a child's education.

  • Recently retired individuals in need of 401k and retirement income planning.

  • Individuals and businesses who are transitioning away from a stock broker, insurance agent or robo-advisor. 

  • Individuals who have been harmed by a life insurance or annuity product.

 

How do we work with our clients? 
 

Financial Checkup - we pride ourselves on offering financial checkups designed to capture your current status and while creating an updated road-map for your future.
 

Portfolio Management - Coupled with our straightforward investment philosophy we combine our professional experience and technology to manage investment portfolios for plan participants and individual investment clients. 

Tax Planning - Integrating all things finance for you and your business we can further minimize taxes.


Retirement Planning and Financial Planning - At Kerr Wealth Management, we offer more than just investment advice. Our advisors will help you design a personalized financial plan to help you address many aspects of your financial life and line up your portfolio with your goals.
 

Delightful Customer Service - customer service is everything to us,  and we know what it means to our customers. Quick responses, attentive to your needs and an educational sounding board.
 

Kerr Financial Planning Corporation (Kerr Wealth Management, Inc.) is a privately owned company, founded by Andrew Kerr. In the early 2000's, owner Andrew Kerr took an interest in finance and in 2015 took a serious look at the way financial services were being offered to the public. The majority of financial planning and investment services were offered through product providers and broker dealers. This old fashion model left a nasty cloud over the industry in Andrew's view because it put the financial advisor's priorities first. Starting a fee-only financial planning and investment advisory company was a sound choice and has been successful and professionally rewarding for Kerr Wealth Management and it's retention of customers. 

 

Today, Kerr Wealth Management is your all day, every day stop for a financial checkup, retirement plan or 401(k) plan. We offer many fee-only services from custom portfolio design to business advisory and financial coaching. Kerr Wealth Management is located in Fresno, CA and serving customers locally in Fresno and Clovis California and throughout various states. 

 

Kerr Wealth Management

2507 W. Shaw Ave., Suite 107

Fresno, CA 93711

559-277-4772 Monday - Friday 8:30am - 5:00pm PST


*RIA is not a designation. Please refer to our ADV for a full list of disclosures. You can find our ADV at the bottom of our website which will disclose all services provided and all applicable fees. Kerr Wealth Management is not a CPA firm, does not prepare taxes and does not provide legal advice or prepare trust documents or other legal documents. Kerr Wealth Management does provide incidental tax and estate planning services as part of the financial planning process. 

Get your financial checkup today.

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Contact

Kerr Financial Planning Corporation

2507 W. Shaw Ave. Fresno, CA 93711

Phone (559) 277-4772

Fax (559) 573-8558

CFP, CRPC, Series 65

akerr@kerrwealth.com

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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: 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 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 soliciation 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. Orders received via text or email will not be accepted or entered. Interest or other other requests that are not trade orderrs 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 advice or legal tax advice. 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 be considered or could be a conflict of interest. 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 have some level of conflict and it is up to the customer to act on an recommendations or inquire about such conflicts. Our advisors or non advisor staff 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 not provide tax advice or legal advice. Tax services provided are limited in scope and focus on tax minimization strategies. Please refer to your CPA or EA for tax advice. Kerr Wealth Management 

does review tax returns as part of our financial planning services but does not provide tax preparation services directly to the public. Kerr Wealth Management does not provide legal advice, draft wills or trusts however Kerr Wealth Management may review your will or trust as part of the financial planning process. 

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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.

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