KESSLER PLANNING GROUP

KESSLER PLANNING GROUP of BOLIVAR, TN is an SEC-registered investment adviser (CRD 327913). Regulatory assets under management: $48.9M.

Registration

• CRD: 327913
• Type: Registered investment adviser
• Location: 114 WARREN ST, BOLIVAR, TN, 38008
• Phone: 901-255-2887
• Latest filing: 2026-07-22
• Regulatory AUM: $48.9M
• Discretionary AUM: $48.9M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search