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KESSLER PLANNING GROUP
KESSLER PLANNING GROUP, LLC
CRD 327913
114 WARREN ST, BOLIVAR, TN, 38008, United States
Phone
901-255-2887
Fax
901-302-9254
Registration
— (—)
Source
State registered
Total AUM
$48.9M
Discretionary AUM
$48.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $14.3M |
| High net worth individuals | 11 | $33.6M |
| Pension/profit sharing plans | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD