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Kerr Financial Planning Corporation

● SEC registered since 2025CRD 277142SEC# 801-133713Fresno, CA
Export (members)
Reg. AUM
$125.6M
Employees
4
Accounts
858
Location
Fresno, CA

Kerr Financial Planning Corporation assets under management

Kerr Financial Planning Corporation operates as an SEC-registered investment adviser based in Fresno, CA. The firm has been registered since 2025. It reports $125.6 million in regulatory assets under management and employs 4 people.
www.kerrwealth.comView on SEC.gov ↗

Kerr Financial Planning Corporation owners & executives

1 reported
NameTitleOwnershipSince
Andrew Thomas Kerr ControlCeo/CcoOver 75%2014

Frequently asked questions

How much does Kerr Financial Planning Corporation manage?

Kerr Financial Planning Corporation reports $125.6 million in regulatory assets under management on its Form ADV.

How many employees does Kerr Financial Planning Corporation have?

Kerr Financial Planning Corporation reports 4 employees.

Where is Kerr Financial Planning Corporation located?

Kerr Financial Planning Corporation is based in Fresno, CA and has been SEC-registered since 2025.

Does Kerr Financial Planning Corporation disclose fund performance?

Kerr Financial Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7255 N. First Street, Suite 101, Fresno, CA 93720
Phone(559) 277-4772
Fax(559) 573-8558
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.6M
Non-discretionary$0
Total (RAUM)$125.6M