Bradley Kessler
Kessler Planning Group · Bolivar, Tennessee
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.
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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 |
| Assets under management | $48.9M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA · CRD 5976378 |
| Exams passed | Series 63 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kesslerplanning.com |
How Bradley's firm compares
- Kessler Planning Group's average account is about $382,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Bradley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Kessler Planning Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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