Firm
Kessler Planning Group
Bolivar, Tennessee
Fee-only
Kessler Planning Group at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 66 individual clients, 11 of them high net worth.
- Its average account is about $382,000 (assets it manages divided by its 128 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Bolivar, Tennessee |
|---|---|
| Website | kesslerplanning.com |
| Phone | (901) 255-2887 |
Kessler Planning Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"Nor do we stipulate account value minimums when taking on new clients." source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 55 |
| High-net-worth clients | 11 |
| Accounts managed | 128 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 327913 |