Kerr Wealth Management

Overview

Kerr Wealth Management is an owner-led independent registered investment adviser organized as a corporation. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services and also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee offerings, supporting both individual & family and institutional clients. Kerr Wealth Management is shown as SEC-registered in 2025 and does not identify itself as a capital allocator. The firm does not position itself as an ESG-focused investor. Its industry affiliations include roles as an investment adviser and insurance company relationship, and it provides pension consulting services in addition to its core planning and portfolio management work.

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Public Holdings

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Location & Offices