KERR FINANCIAL PLANNING CORPORATION

KERR FINANCIAL PLANNING CORPORATION of FRESNO, CA is an SEC-registered investment adviser (CRD 277142). Regulatory assets under management: $131.0M.

Registration

• CRD: 277142
• SEC file number: 801-133713
• Type: Registered investment adviser
• Location: 7255 N. FIRST STREET, SUITE 101, FRESNO, CA, 93720
• Phone: (559) 277-4772
• Latest filing: 2026-07-14
• Regulatory AUM: $131.0M
• Discretionary AUM: $131.0M
• Clients: 4
• Accounts: 904

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search