Kessler Planning Group
Firm details
- Headquarters
- Bolivar, Tennessee
- CRD number
- 327913
- Website
- www.kesslerplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.81%
- Individuals29.14%
- Pension & Profit Sharing Plans2.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kessler Planning Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, and it also works with institutional clients. Its fee model combines AUM-based fees and fixed fees. The firm is not identified as an active ESG investor, does not describe itself as a multi-state adviser, and is not listed as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities8%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
- Private Funds1%
Contacts
1 of 1
Bradley Kessler
Financial PlannerCRD 5976378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bolivar, TN
Hardeman
Location
Bolivar, TN
Headquartered in Bolivar, TN, in the South of the United States.
- Region
- South
- County
- Hardeman
- Address
- 114 Warren St
- Time zone
- CT (UTC-6)
- Office locations
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