# KESSLER PLANNING GROUP

KESSLER PLANNING GROUP of BOLIVAR, TN is an SEC-registered investment adviser.

## Registration

- CRD: 327913
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327913/similar
- Related entities: https://search.stillhousedata.com/firm/327913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.