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KERR WEALTH MANAGEMENT
Legal name: KERR FINANCIAL PLANNING CORPORATION
CRD 277142File 801-133713
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$131.0M
Bottom 25% of cohort (national)
Discretionary AUM
$131.0M
Clients
550
904 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 20, 2025
- Principal office
- 7255 N. FIRST STREET, SUITE 101, FRESNO, CA, 93720
- Phone
- (559) 277-4772
- Website
- HTTP://WWW.KERRWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.0M
- Discretionary AUM
- $131.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 904
- Non-discretionary accounts
- 0
- Total accounts
- 904
- AUM per client
- $238K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.0M |
| High net worth individuals | 131 | $115.4M |
| Individuals (other than high net worth individuals) | 412 | $12.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.