Advisor at Kessler Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kessler Financial Services
Location
Campbell, CA 95008
Credentials
CFP®, Series 63
Industry experience
37 years
John Kessler is a CFP® with 37 years of experience in the financial services industry. He is affiliated with American Investors Company and owns Kessler Financial Services, where he provides financial planning and private fiduciary services. In addition to his advisory work, Kessler is president of Kessler-Gates Real Estate Services, Inc., a commercial real estate firm. American Investors Company offers investment advisory, financial planning, and asset supervisory services to individuals and institutional clients. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.
Based on Kessler Financial Services
Fixed fees for financial plans starting at $500; Retainer Agreements are fixed fees, minimum $500 and negotiable
Receives commissions from sales of annuities, insurance, stocks, bonds, mutual funds, limited partnerships
Hourly rate for limited scope engagements is $200 per hour; follow-on implementation work billed at $200 per hour
Minimum fee: Minimum fee for a financial plan is $500; Retainer Agreement minimum annual fee is $500 and negotiable
440 N. Central Avenue, Suite B
Campbell, CA 95008
California
Kessler-Gates Real Estate Services, Inc.
2019 - Present (7 years)
American Investors Company
2012 - Present (14 years)
John I. Kessler/Kessler Financial Services
1994 - Present (32 years)
John I. Kessler / Kessler Financial Services / KESCO R.E. Solutions
1993 - Present (33 years)
Kessler Financial Services
1993 - Present (33 years)
American Investors Company
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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