Kerr Wealth Management

(559) 277-4772

Kerr Wealth Management is a fee only Registered Investment Advisor (RIA) and retirement plan consultant.

We provide straight forward financial advice, portfolio management and retirement plan consulting solutions for businesses, business owners and professionals.

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)
  • Families 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? 

  • 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. 
  • 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 all aspects of your financial life and line up your portfolio with your goals.
  • Pension and Benefit Administration - By combining our wealth management with 401(k) and profit share plan administration our team can help keep your business compliant and cost effective. 

Things you need to know

  • We are fee only.
  • We are Independent Fiduciaries, Investment Advisors and retirement plan administrators. 
  • We give objective advice.
  • We don't have any investment products to sell you. 
  • We are an independent company, not owned by an insurance company, investment company or bank. 

Why should you consider Kerr Wealth Management?

Unlike big box office custodians, investment companies and brokerage houses who sell you investments, charge you for transaction costs, charge you asset management fees for their own investment funds and make back-end compensation you cant see - we don't have investments to sell you, charge you transaction fees or make commissions. We do clear the noise, educate you, keep our fees cost effective and you gain the upper hand in the relationship. 

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