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Disclosures

Below you will find our most recent form CRS, firm ADV Part 2A, Privacy Policy and our Business Continuation Plan.

Form CRS & ADV Part 2A

Form CRS and our Firm ADV helps consumers learn about who we are, what we do, how we charge and any conflicts of interest.

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NOTE: NO ADVICE IS CONFLICT FREE, ALL ADVICE, RECOMMENDATIONS, SERVICES PROVIDED, SUGGESTIONS, ACTIONS, SOLICITATIONS, EDUCATION, ADVISORS, AFFILIATES OF KERR WEALTH AND INCOME EARNED FROM ADVISORS & AFFILIATES, SOURCES, OUTSIDE BUSINESS IS A CONFLICT OF INTEREST AND ALL INVESTMENTS HAVE RISK OF SOME OR ALL OF YOUR PRINCIPAL INVESTMENT.

BEING FIDUCIARIES DOES NOT MEAN WE OFFER A CONFLICT FREE SERVICE. IT MEANS WE MUST DISCLOSE WHAT CONFLICTS EXIST. IN THIS INSTANCE ALL ASPECTS OF WHO WE ARE, WHAT WE DO AND HOW WE ARE COMPENSATED REPRESENTS A DIRECT CONFLICT OF INTEREST.

Privacy Policy

Website Conflict of Interest Disclosure
By visiting this website it is assumed that you have read this section and the following documents attached above: Form CRS, Form ADV 2A and 2B, Privacy Policy and Business Continuity Plan. You are advised to read all of these documents in their entirety.

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Kerr Wealth Management is a fee-only, registered investment advisor committed to acting in a fiduciary capacity for all clients. As fiduciaries, we are legally required to place your best interests above our own. However, under applicable investment advisor regulations, we must also acknowledge that all financial advice—regardless of intent or structure—has the potential to present conflicts of interest. Kerr Wealth Management does not sell investment products, earn commissions, or receive third-party compensation of any kind. Our only compensation comes directly from our clients through clearly defined fees. This helps minimize conflicts, though it does not entirely eliminate them. Kerr Wealth Management is not an attorney, accountant, or insurance agent, however some of our advisors may hold a license as an accountant or insurance agent which presents a conflict of interest. As per our ADV and form CRS this is a conflict and it is fully disclosed that some of our advisors have such licensure and receive compensation from other sources which may be from an advisor client relationship. THIS IS A CONFLICT OF INTEREST.

Kerr Wealth Management and it's Advisors do not provide legal advice. Any tax or legal information provided during our planning process is general in nature and should not be interpreted as a substitute for consultation with a licensed attorney, CPA, or insurance professional. Investing involves risk, and past performance is not indicative of future results. Clients should carefully consider their own situation and consult with appropriate professionals before making financial decisions. For complete details about our firm’s practices, services, and regulatory filings, please review our Form ADV, available upon request or through the SEC’s Investment Adviser Public Disclosure (IAPD) website.

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Contact

Kerr Financial Planning Corporation

An SEC Registered Investment Advisor

Registered with the Securities Exchange Commissioner

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Kerr Wealth Management, Inc. 

7255 N. First Street

Fresno, CA 93720

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Phone (559) 277-4772

Fax (559) 573-8558

akerr@kerrwealth.com

Services

Financial Planning

Investment Management

Retirement Planning

Tax Planning

Portfolio Analysis

Legal and Important Links

Form CRS

Form ADV

Privacy Policy

Accessibility Statement

Contact Us

Charles Schwab Login

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© 2025 Kerr Financial Planning Corporation, DBA: Kerr Wealth Management. Registered with the Securities Exchange Commission (SEC CRD#277142) as a Registered Investment Advisor, RIA. Registration does not mean we are endorsed, affiliated with or approved by the SEC.

SEC ADVISOR LOOKUP LINK HERE

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Terms of Use

The content on this website is developed from sources believed to provide accurate information. It is not intended as tax or legal advice. Please consult legal or tax professionals for information specific to your individual situation. Kerr Wealth Management and its advisors are not CPAs, do not prepare tax returns, do not provide legal advice, are not attorneys, and do not offer legal tax guidance. The opinions expressed and materials provided are for general information purposes only and should not be considered a solicitation to purchase or sell any security. We take protecting your data and privacy 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.

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Important Notice Regarding Investment Advisory Services: Clients may review our Form CRS and ADV Parts 2A and 2B, which outline potential conflicts of interest, fees, services, and information about your advisor.

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Conflict of Interest Disclosure

All services, recommendations, compensation, actions, affiliate services, advice, and offerings from Kerr Wealth Management involve conflicts and naturally is a conflict of interest. No advice or relationship is entirely conflict-free. As fiduciary financial advisors, we are obligated to disclose when a conflict exists and explain its meaning for you. Fee-only means we charge fees for financial plans and investment management. This, too, is a conflict of interest. From time to time, we may assist clients in purchasing products through affiliates or recommend suitable products outside the stock market. These transactions may generate commissions, creating additional conflicts of interest. Financial planning, investment advisory, and ERISA services are offered through Kerr Financial Planning Corporation, Inc., DBA Kerr Wealth Management, a Registered Investment Advisor. "RIA" is a regulatory status, not a professional designation. Retirement plan administration, recordkeeping, 5500 filings, general retirement plan documents services are provided by Kerr Retirement Services, LLC, an affiliated company. Kerr Retirement Services, LLC is not an actuary and does not provide actuarial services. ERISA clients are advised to hire their own actuary and or we can refer an actuary to you. Such referral is a conflict of interest. Insurance services are provided by Kerr Insurance Brokers, Inc. Kerr Insurance Brokers, Inc., Kerr Retirement Services, LLC, and Kerr Wealth Management are affiliated and independent from any investment custodian mentioned on this site. Kerr Wealth Management and its financial advisors may provide insurance, retirement, limited tax, limited estate, business development, investment management, retirement plan, and other advisory services. This website should not be interpreted as providing advice or soliciting the purchase of any investment or security. To review the licensing, credentials, certifications, professional background, and disclosures of your financial advisor, please visit: www.adviserinfo.sec.gov.

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Trading Policy: Trade orders must be submitted verbally or in person. Non-trade requests may be accepted via text or email.

 

Legal and Tax Advice: Kerr Wealth Management and it's advisors do not provide any legal or tax advice and nothing on this website is intended to be legal or tax advice. Our website is for informational purposes only. Any corporate structure or tax recommendations should be verified by your accountant or attorney. Diversification, active management, and asset allocation do not guarantee returns or eliminate risk. Diversification can still result in loss of principal. Self-Directed IRAs: These accounts do not guarantee growth and carry unique risks, including potential UBIT or UDFI taxation. Kerr Wealth Management and its advisors are not real estate agents, brokers, or commodity traders, and do not provide legal real estate advice. We do not recommend specific non-traditional investments within a self-directed IRA, though we may help clients understand associated risks and potential outcomes.

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Videos: Some videos on our website may be produced by third parties. Kerr Wealth Management does not guarantee their accuracy, and they should be considered educational only, not financial advice.

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Financial Planning Process: Our process may involve several meetings and drafts. Incomplete or inaccurate client information may negatively affect results. Clients are responsible for implementing recommendations and maintaining the discipline required to achieve objectives. Review meetings are recommended but planning services end upon delivery of the initial plan. Certain recommendations—such as investing, purchasing insurance products, or engaging affiliates—may result in additional compensation and create conflicts of interest. For example, recommending an annuity for fixed income or asset protection may involve commissions if purchased through an affiliate. Please review our ADV brochure for detailed fee and conflict information. Kerr Wealth Management reviews tax returns as part of financial planning but does not draft wills or trusts. We may review these documents during the planning process. Fixed annuities may be recommended in certain market conditions, creating a conflict of interest if purchased through our affiliate.

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Leaving Site Disclaimer

You are now leaving Kerr Wealth Management’s website and visiting a third-party site. We are not responsible for the content, policies, or availability of linked sites.

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About Third-Party Links

Links to third-party websites are provided for your convenience and may direct you to resources outside of Kerr Wealth Management’s control. We do not endorse or guarantee third-party products or services and are not responsible for their accuracy or reliability. Please review their privacy and security policies, which may differ from ours, before providing personal information or engaging with their content.

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