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Kerr Financial Planning Corporation

EST. AUM
$131,030,044

CONTACTS
3

CLIENT ACCOUNTS
904

Firm Details

Metro area San Francisco
CRD Number 277142
Website kerrwealth.com
Client types

Overview

Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA) headquartered in Fresno, California. The firm provides fiduciary wealth management and comprehensive financial planning services tailored to individuals—including new investors, farmers, affluent clients, and professionals—as well as businesses seeking retirement plan design and consulting. Kerr Wealth emphasizes transparent pricing, objective guidance, and a team-based approach to help clients build, preserve, and transfer wealth in alignment with their long-term goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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