Kerri Musgrove
EverPar Advisors · Tulsa, Oklahoma
Kerri Musgrove is a fee-only financial advisor at EverPar Advisors in Tulsa, Oklahoma. Kerri focuses on tax planning, retirement planning and estate & legacy planning. EverPar Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | EverPar Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $587.8M across 937 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6236509 |
| Exams passed | Series 66 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.everpar.com |
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Questions about Kerri
Is Kerri Musgrove a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerri holds no broker registration, and EverPar Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerri charge for financial advice?
Kerri's firm, EverPar Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kerri Musgrove based?
Kerri Musgrove is based in Tulsa, Oklahoma.
What does Kerri specialize in?
Kerri's specialties include tax planning, retirement planning, estate & legacy planning and family wealth transfer. Kerri works with pre-retirees and multi-generational families.
Is Kerri Musgrove registered with the SEC?
Yes. Kerri Musgrove is registered as an investment adviser representative in OK (CRD 6236509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EverPar Advisors manage?
EverPar Advisors reports $587.8M across 937 accounts in assets under management.
How do I contact Kerri Musgrove?
Through Kerri's website, www.everpar.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- EverPar Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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