Kerr Wealth Management
Firm details
- Headquarters
- Fresno, California
- CRD number
- 277142
- Registered since
- June 20, 2025
- Website
- kerrfinancial.ca
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.07%
- Individuals9.63%
- Corporations / Businesses2.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kerr Wealth Management is an independent, corporation-structured registered investment adviser that combines wealth management with insurance brokerage. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Kerr reports using third-party managers for certain alternative exposures and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities30%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Thomas Chandler
Wealth Advisor, PartnerCRD 1082136
Todd Pilosi
Financial AdvisorCRD 2257310
Andrew Kerr
Founder & Financial AdvisorCRD 6461370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 235Active vs passive
$43.4M in ETFs
78%
$33.7M
16%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.6M | 7,613 | 12.93% |
Location
Fresno, CA
Fresno
Location
Fresno, CA
Headquartered in Fresno, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- Fresno
- Address
- 7255 N 1st St
- Time zone
- PT (UTC-8)
- Office locations
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