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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 67 clients, or 67 clients per representative. That equates to $729.9K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
BRADLEY BENNETT KESSLER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5976378
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Kessler Planning Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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