# Grant Kerger

> Grant Kerger is a fee-only financial advisor at Peregrine Asset Advisers in Portland, Oregon. Grant charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/grant-kerger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Peregrine Asset Advisers
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $611.0M across 476 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4694382 (https://adviserinfo.sec.gov/individual/summary/4694382)
- **SEC registration:** Investment adviser representative in CA, OR, WA
- **Exams passed:** Series 65 (2003)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.peregrineaa.com

## Frequently asked questions

### Is Grant Kerger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Peregrine Asset Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Grant charge for financial advice?

Grant charges a percentage of assets.

### How much does Grant charge?

According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Grant Kerger based?

Grant Kerger is based in Portland, Oregon.

### What does Grant specialize in?

Grant's specialties include family wealth transfer. Grant works with multi-generational families.

### Is Grant Kerger registered with the SEC?

Yes. Grant Kerger is registered as an investment adviser representative in CA, OR and WA (CRD 4694382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peregrine Asset Advisers manage?

Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.

### How do I contact Grant Kerger?

Through Grant's website, www.peregrineaa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4694382): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.peregrineaa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.