Gassan Kassira
Kassira Wealth Management · Knoxville, Tennessee
Gassan Kassira is a fee-only financial advisor at Kassira Wealth Management in Knoxville, Tennessee, who holds the CFP credential. Kassira Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Gassan →
Facts
| Firm | Kassira Wealth Management |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $135.9M across 481 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4458114 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kassira.com |
| Profile |
How Gassan's firm compares
- Kassira Wealth Management's average account is about $283,000, from its Form ADV (assets managed divided by 481 accounts).
Request an introduction to Gassan
Tell Gassan a little about what you're looking for. Gassan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gassan
Is Gassan Kassira a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gassan holds no broker registration, and Kassira Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gassan charge for financial advice?
Gassan's firm, Kassira Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gassan Kassira based?
Gassan Kassira is based in Knoxville, Tennessee.
What credentials does Gassan Kassira hold?
Gassan Kassira holds the CFP credential.
Is Gassan Kassira registered with the SEC?
Yes. Gassan Kassira is registered as an investment adviser representative in TX and VA (CRD 4458114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kassira Wealth Management manage?
Kassira Wealth Management reports $135.9M across 481 accounts in assets under management.
How do I contact Gassan Kassira?
Through Gassan's website, www.kassira.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
- 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.
See something wrong? Request a correction. Read our methodology.