Kerr Wealth Management logo

Kerr Wealth Management

Updated today

Client assets under management

$128,012,048

Clients

543

24% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

109

High

Average account size

$235,750

About

Kerr Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, business owners, corporations and charitable organizations, and also delivers pension/retirement-plan consulting and related services. The firm is a small team managing roughly $131 million in client assets across four advisors and offers ongoing portfolio management, limited- and comprehensive financial planning, held‑away account reviews, and fixed-fee 529 plan design.

The firm constructs Investment Policy Statements for most clients (or uses a delivered financial plan in lieu of an IPS), applies modern portfolio allocation techniques with a mix of passive ETFs and selectively chosen individual securities, and conducts portfolio monitoring and rebalancing on a regular (typically quarterly) basis. Kerr Wealth Management provides discretionary portfolio management for individual accounts and retirement plans and can serve as either a 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager for ERISA plans.

What is notable about Kerr Wealth Management relative to many team firms is its network of affiliated businesses: the owner operates Kerr Insurance Brokers, Inc. (insurance agency) and Kerr Retirement Services LLC (retirement administration/TPA), and the firm discloses both fee‑based and commissionable pathways for annuities and insurance through those affiliates. Those affiliations — and the firm’s explicit role in plan design/administration and in referring or implementing insurance/annuity solutions — are identified in the ADV as potential conflicts of interest and are disclosed to clients.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Annuities

Occupation focus

Retired Executive

Fee options

Fixed

Fixed financial planning fees range from $175 to $25,000, negotiable; some retirement plan projects priced on a flat negotiated basis.

Percentage

$0.00+: Negotiable, up to 3.0% $0.00+: Pension/ERISA plan asset-based fees up to 2.5%, negotiable

Commissions

Insurance products (term life, annuities, health, property & casualty) sold through Kerr Insurance Brokers, Inc. pay commissions to the affiliate entity, creating a conflict of interest.

Project-based

$150/hour for financial planning and consulting; $450/hour for mediation or attorney requested expert financial services; $150/hour for retirement plan services.

Other

Minimum fee: New account processing fee of $45 per application; administrative fee of $45 per document; 529 plan fixed advisory fee of $250 annually; pension plan application processing fee of $45; retirement plan processing fees range from $10 to $100; per participant fee of $25 for retirement plans. Fee-only: Hourly financial planning and consulting fees $150/hour; mediation or attorney requested expert financial services $450/hour; fixed fees for financial planning range from minimum $175 to maximum $25,000, negotiable; retirement plan services hourly rate $150/hour; some retirement plan projects may be flat negotiated fees.

Main office location

Kerr Wealth Management

7255 N. First Street, Suite 101

Fresno CA 93720, United States

Number of offices

3

Most active in

California · Missouri · Pennsylvania · Tennessee · Texas · Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dante G

Series 65

Lititz, PA

Kerr Wealth Management

Retirement income strategy Annuities Retired Executive
user avatar

Thomas C

CFP®, Series 63, Series 65

Fresno, CA

Kerr Wealth Management

Thomas Chandler is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Kerr Wealth Management, a team-based registered investment adviser in Fresno, CA, and has previously worked at Kovack Securities, Kovack Advisors, and LPL Financial. Outside of his advisory role, he is also involved in life insurance sales. Kerr Wealth Management serves individuals, business owners, charitable organizations, and retirement plans, managing approximately $125.6 million for about 615 clients. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and individual securities, and offers specialized ERISA pension consulting alongside a broad range of financial planning and retirement services.

Retirement income strategy Annuities Retired Executive
user avatar

Todd P

Series 63, Series 65, Series 66

Fresno, CA

Kerr Wealth Management

Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Kerr Wealth Management in 2020, he was self-employed for four years and worked at LPL Financial LLC from 2012 to 2016. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for about 615 clients, including individuals, business owners, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and selected individual securities, and it offers specialized ERISA pension consulting alongside a broad range of financial planning and retirement plan services.

Retirement income strategy Annuities Retired Executive
user avatar

Andrew K

Series 63, Series 65

Fresno, CA

Kerr Wealth Management

Andrew Kerr is a financial advisor at Kerr Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles in several related businesses, including ownership of a winery where he is involved in grape farming and winemaking. Kerr has also managed multiple financial and insurance-related firms throughout his career. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for individuals, business owners, charitable organizations, and retirement plans. The firm emphasizes asset allocation using ETFs, mutual funds, and selected securities, provides ongoing portfolio management and financial planning, and offers specialized ERISA pension consulting and retirement plan services.

Retirement income strategy Annuities Retired Executive
user avatar

Anthony D

Series 66

Chesterfield, MO

Kerr Wealth Management

Anthony Decicco is a financial advisor with Kerr Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Security Capital Management. He is also the owner of RealTea Capital Inc., a real estate technology and insurance agency based in Philadelphia. Kerr Wealth Management is a team-based registered investment adviser managing approximately $125.6 million for about 615 clients, including individuals, business owners, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes asset-allocation-driven portfolios using ETFs, mutual funds, and selected individual securities, and offers services such as retirement plan design, participant education, and ERISA pension consulting.

Retirement income strategy Annuities Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")