Kessler Planning Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,900,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
66
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$725,758
About
Kessler Planning Group provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, delivering tailored Investment Policy Statements and portfolio recommendations across mutual funds, equities, ETFs, fixed income, annuities and non‑U.S. securities. The firm documents client risk tolerance and may receive discretionary authority to implement investment strategies on behalf of accounts.
The firm’s investment approach draws on fundamental, quantitative, and technical analysis alongside modern portfolio theory and a long‑term trading orientation, and it uses model allocations customized to each client’s situation. Accounts are reviewed at least quarterly and Kessler documents investment policies and client restrictions to guide ongoing management.
Noteworthy elements in the brochure include an explicit statement that when advising on retirement plan accounts or individual retirement accounts the firm acts as a fiduciary under ERISA/IRC rules, and the adviser is also a licensed insurance agent who may accept commissions for insurance or investment product sales — a disclosed conflict of interest. The brochure also notes Kessler Planning Group does not aggregate (block) client trades, a practice that can affect trade execution and pricing.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Fixed financial planning fees negotiated between $0 and $2,500.
$1 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
Main office location
Kessler Planning Group
114 Warren St
Bolivar TN 38008, United States
Number of offices
2
Most active in
Kessler Planning Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")