K
$48.9M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2023
- Office Locations
- 1
Office Locations
114 Warren ST Bolivar TN
About Kessler Planning Group
Kessler Planning Group is a Tennessee-based, planning-first advisory led by CFP Brad Kessler. The firm provides holistic financial planning—including tax, investment, retirement, estate, insurance/risk, and charitable planning—for families and business owners, coordinating with CPAs and estate attorneys. Custody is through Charles Schwab and clients access a dedicated portal.
Team overview
-- AVG AGE
$48.9M AVG AUM / ADVISOR
$729.9K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Platform
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Services
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Technology
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Owner & Executives
BRADLEY BENNETT KESSLER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5976378
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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