ANDREW T. KERR

Fee-only Financial Advisor

Overview

Andrew T. Kerr knows the complex financial needs of affluent families and small business owners. As a fee-only financial advisor he has made it his life's mission to build an approach that is free of conflict, bureaucracy and client centered. With extensive experience in business development and finance markets he has unusually perceptive judgement in analyzing the best way forward.

 

Andrew started Kerr Wealth Management because he saw a clearer path forward for the public that did not involve common conflicts associated with large institutions.

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Andrew attended Santa Monica College and Penn State. Andrew serves in a unique capacity as a Kerr Wealth financial advisor, leader and researcher.

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My ADV Part 2B

KERR WEALTH MANAGEMENT

559-277-4772 ext. 1001

Fee-Only Financial Advisor

Founder

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Background

Prior to forming Kerr Wealth Management, Andrew worked for institutional firms and national broker dealers. (Cambridge Investment Research and Lincoln Securities Corporation). With his experience came a growing disdain for commission driven stock brokerage companies.  In 2015 Kerr Financial Planning Corporation was born. Andrew started Kerr Wealth with a firm belief that giving financial advice should be objective and fee based. Today - together with a full team of financial planners, advisors, accountants and consultants - Kerr Wealth Management helps many businesses and families across the country with complex wealth management and investment management needs. 

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Husband, Father and Outdoor Enthusiast

Husband, father, education and competitive cycling make up the majority of Andrew's personal life outside of work. Andrew and his wife, Rebecca just celebrated their 8th year of marriage. They met in Fresno California, and ended up settling in the beautiful foothills of Clovis. Andrew has two children, Austen and Alina. Prior to a career in finance Andrew competed as a collegiate road cyclist and continued beyond college as an under 23 elite amateur pro development rider in Milwaukee, WI. Andrew no longer competes but participates in weekend charity rides and club events with Fresno Cycling Club. 

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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, EA, AWM, 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.

 

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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, 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. Orders received via text or email will not be accepted or entered. Interest or other 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 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.

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

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