RIA Intel›Advisers›Tennessee›KESSLER PLANNING GROUP, LLC

KESSLER PLANNING GROUP, LLC

Advisory

BOLIVAR, TN

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in TN

#350

of 380 advisers by AUM

Average account

$382K

across 128 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MS, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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