# Kerr Wealth Management

> Kerr Wealth Management is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 277142
- Filed as: KERR WEALTH MANAGEMENT
- Legal name: Kerr Financial Planning Corporation
- Also doing business as: KERR WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277142
- AdvisorCensus page: https://advisorcensus.com/firm/kerr-wealth-management-277142

## Quick answers

**How is Kerr Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Kerr Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kerr Wealth Management charge?**
Its Form ADV Part 2A brochure dated August 31, 2026 states: Hourly rate: $150 an hour (financial planning and consulting); Hourly rate: $450 an hour (mediation or attorney requested expert financial services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Kerr Wealth Management registered with the SEC or a state?**
Kerr Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 277142.

**How much does Kerr Wealth Management manage?**
Kerr Wealth Management reports $131,030,044 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Kerr Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Kerr Wealth Management: Regulatory assets under management: $110,086,082 in the October 2025 data and $131,030,044 in the October 2026 data, up 19%. Total employees: 4 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kerr Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (412); high net worth individuals (131); corporations or other businesses not listed above (7).

**Which custodians does Kerr Wealth Management use?**
Kerr Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kerr Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277142

**Does Kerr Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 31, 2026 says: "There is no account minimum for any of Kerr Wealth Management’s services."

**What changed in Kerr Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: No longer lists the business name Giorgio Financial Advisors. Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Account minimum: None

> There is no account minimum for any of Kerr Wealth Management’s services.

- Hourly rate: $150 an hour (financial planning and consulting)

> Hourly fee for financial planning and consulting is: $150 per hour

- Hourly rate: $450 an hour (mediation or attorney requested expert financial services)

> Hourly fee for mediation or attorney requested expert financial services: $450 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,030,044
- Discretionary: $131,030,044
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 412 | $12,613,378 |
| High net worth individuals | 131 | $115,398,670 |
| Corporations or other businesses not listed above | 7 | $3,017,996 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MO, OH, PA, TN, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fresno, CA

### Websites listed on Form ADV (Item 1.I)
- kerrwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $110,086,082 | 4 | June 27, 2025 |
| October 2026 | $131,030,044 | 3 | September 16, 2026 |

Regulatory assets under management: $110,086,082 in the October 2025 data and $131,030,044 in the October 2026 data, up 19%.
Total employees: 4 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- No longer lists the business name Giorgio Financial Advisors.
- Employees performing advisory functions went from 4 to 3.

### September 2026
- Added an office in Fresno, CA.
- Registered or notice-filed in OH.

### August 2026
- No longer lists the business name Decicco Capital Advisors.
- Employees performing advisory functions went from 5 to 4.

### June 2026
- Added the business name Giorgio Financial Advisors.

### April 2026
- Employees performing advisory functions went from 4 to 5.

### January 2026
- Employees performing advisory functions went from 5 to 4.

### December 2025
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $110,086,082 to $125,607,930 (+14%).
- Registered or notice-filed in MO, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kerr Wealth Management (CRD 277142): Form ADV filing data as of October 2026.