Kerr Financial Planning Corporation
● SEC registered since 2025CRD 277142SEC# 801-133713Fresno, CA
Reg. AUM
$131M
Employees
5
Accounts
904
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 $131 million in regulatory assets under management and employs 5 people.
Kerr Financial Planning Corporation owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Kerr Control | Ceo/Cco | Over 75% | 2014 |
Frequently asked questions
How much does Kerr Financial Planning Corporation manage?
Kerr Financial Planning Corporation reports $131 million in regulatory assets under management on its Form ADV.
How many employees does Kerr Financial Planning Corporation have?
Kerr Financial Planning Corporation reports 5 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
| Address | 7255 N. First Street, Suite 101, Fresno, CA 93720 |
| Phone | (559) 277-4772 |
| Fax | (559) 573-8558 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131M▲ 19%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$131Mregulatory AUM
Discretionary $131M