Joseph Sessions
The Planning Center · St. Louis Park, Minnesota
Joseph Sessions is a fee-only financial advisor at The Planning Center in St. Louis Park, Minnesota, who holds the CFP credential. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Planning Center |
|---|---|
| Based in | St. Louis Park, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.37B across 3,032 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN · CRD 4492591 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.theplanningcenter.com |
How Joseph's firm compares
- The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).
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Questions about Joseph
Is Joseph Sessions a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and The Planning Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Sessions based?
Joseph Sessions is based in St. Louis Park, Minnesota.
What credentials does Joseph Sessions hold?
Joseph Sessions holds the CFP credential.
Is Joseph Sessions registered with the SEC?
Yes. Joseph Sessions is registered as an investment adviser representative in CA and MN (CRD 4492591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Planning Center manage?
The Planning Center reports $1.37B across 3,032 accounts in assets under management.
How do I contact Joseph Sessions?
Through Joseph's website, www.theplanningcenter.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.
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