Financial Planning - Need a Fee Only Financial Advisor?

Get ready to plan your financial future

I'm Andrew Kerr and welcome to my firm, Kerr Wealth Management. We work with a families in Fresno, CA and many of them happen to be business owners, physicians, farmers, nurses and retirees. Scroll down to learn more about who we are, what we do and how we charge and what to do as you conclude your visit on our website.

Looking for straight forward financial advice or perhaps a financial coach, you've come to the right place.

Life changing events happen and it's wise to re-examine your financial outlook when they do. Andrew considers many phases of life and he can help you understand the financial impact life events and opportunities can have on your wealth potential and wealth protection. 

Our financial plans focus on your personal goals, your stage of life and help navigate you through life changing financial decisions. At Kerr Wealth Management we do not consider money as a means to an end, rather we consider money as a tool to help your financial goals become a reality, without selling you investment products.

Our Financial Planning Process

Explore and clarify your goals and lifetime priorities while we develop a mutual understanding. Once we have identified the necessary aspects of your financial life or situation we will develop the solutions that potentially align with your goals. Upon reaching an informed decision through mutual collaboration we will implement our recommendations.


START YOUR FINANCIAL PLAN IN UNDER 3 MINUTES

We offer three planning solutions. 

  1. The Comprehensive Program
  2. The Retirement Zoomer
  3. Situational Planning
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What We do..

Charge fees for our work.
Prepare for life events and what if scenarios.
Build a personalized financial life plan.
Allign your goals with your money and portfolio.
Figure out how to allocate for future goals.
Become a smarter investor.
Plan for a secure retirement.
Decide what to do with your 401(k) accounts.
Make decisions about your employee stock options.
Decide whether to rent, buy (or sell) your home.
Understand your insurance needs.
Plan for child and college expenses. 

What We Don't Do..

Offer free intro consultations. We get right to work.
Sell you loaded mutual funds.
Provide specific tax or legal advice.
Require a minimum level of assets in order for us to work together.

Stages of Life We Consider..

Moving into adolescence
Moving away from home
Getting married
Having children
Midlife 
Empty-nest
Pre-retirement
Retirement
Death of a Spouse
Divorce
Job Transfer or Change
Financial Inheritance 
Financial Windfalls

What else can we do - Additional Financial Planning Services

  • Investment Portfolio Review
  • Business Owner Tax Minimization Planning
  • Multi-Generational Planning
  • Inheritance Planning
  • Divorce Asset Distribution Planning
  • Medicaid Planning
  • Social Security Planning
  • 401(k) and 403(b) Rollover

Do you need specialized financial advice? 

We can help you with many specialized financial needs.


Annuity Reviews

Concerned about the fees, concerned about your annuity performance? Confused? The Financial Advisor's at Kerr Wealth Management will conduct a throughout analysis to determine if your annuity is working for you.

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Cash Value Life Insurance Reviews

Is your cash value life insurance or universal life policy not adding up? Kerr Wealth Management can help you crunch the numbers and determine if cash value or whole life insurance is right for you. 

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Tax Planning

Kerr Wealth Management financial advisors will help you design a tax planning strategy, identify the right retirement vehicle and work with your CPA or accountant so you can keep more of your hard earned money.

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Portfolio Review & Analysis

Our Fresno financial advisor, Andrew Kerr can help you understand your existing portfolio and build an investment portfolio that potentially works with your financial plan.

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Retirement Planning

Retirement planning should be meaningful, not just an exercise. Financial advisor, Andrew Kerr will work with you towards your retirement goals. 

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Education Planning 

529 Plans may be the best choice for your family when it comes to funding your child's college. Working with a fee only financial advisor could be a great place to start.

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NOT IN FRESNO, CA? WE PROVIDE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT ONLINE

While most of our clients are local in Fresno, CA and throughout the Central Valley, we work with clients all over the state of California through a series of virtual meetings and phone consultations.

*From time to time Kerr Wealth Managment may recommend a rollover IRA or a client may request to rollover assets in a former employer plan. This may create a conflict of interest because compensation through asset management services may result in additional compensation. Insurance recommendations may result in additional compensation. This may be a conflict of interest. 

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