A fee-only advisor is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. These fees might be hourly, a flat retainer or be based on a percentage of your investment assets. As a fee-only financial advisory firm that is independently owned, we provide personal financial advice that is free of bias or preconceived solutions, suited to our clients’ personal needs. Objectivity is necessary when it comes to making the best financial choices for clients. We receive no fees from anyone, other than you, our client.
Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.