Kassira Wealth Management

Kassira Wealth Management at a glance

• One of 180 fee-only firms based in Tennessee in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 209 individual clients, 47 of them high net worth.
• Its average account is about $283,000 (assets it manages divided by its 481 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Kassira Wealth Management fees

Kassira Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Gassan Kassira

  CFP

• Rast Gozeh

  CFP · CFA