# Bradley Kessler

> Bradley Kessler is a fee-only financial advisor at Kessler Planning Group in Bolivar, Tennessee, who holds the CFP credential. Kessler Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradley-kessler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kessler Planning Group
- **Based in:** Bolivar, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $48.9M across 128 accounts
- **Credentials:** CFP
- **CRD:** 5976378 (https://adviserinfo.sec.gov/individual/summary/5976378)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 63 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.kesslerplanning.com

## Frequently asked questions

### Is Bradley Kessler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Kessler Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley's firm, Kessler Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Bradley charge?

According to Kessler Planning Group's website, checked October 30, 2026: no asset minimum.

### Where is Bradley Kessler based?

Bradley Kessler is based in Bolivar, Tennessee.

### What credentials does Bradley Kessler hold?

Bradley Kessler holds the CFP credential.

### Is Bradley Kessler registered with the SEC?

Yes. Bradley Kessler is registered as an investment adviser representative in LA (CRD 5976378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kessler Planning Group manage?

Kessler Planning Group reports $48.9M across 128 accounts in assets under management.

### How do I contact Bradley Kessler?

Through Bradley's website, www.kesslerplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5976378): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kesslerplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.