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KERR WEALTH MANAGEMENT
KERR FINANCIAL PLANNING CORPORATION
CRD 277142 · SEC 801-133713
7255 N. FIRST STREET, SUITE 101, FRESNO, CA, 93720, United States
Phone
(559) 277-4772
Fax
(559) 573-8558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.0M
Discretionary AUM
$131.0M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 412 | $12.6M |
| High net worth individuals | 131 | $115.4M |
| Corporations/business entities | 7 | $3.0M |
States served
VT, CA, PA, TN, MO, TX
All web addresses on file
Official SEC filing: View on IAPD