A complete list of active advisors currently associated with Kessler Planning Group
Warmer can help you find a great advisor at Kessler Planning Group or one who fits your needs even better.
Kessler Planning Group provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, delivering tailored Investment Policy Statements and portfolio recommendations across mutual funds, equities, ETFs, fixed income, annuities and non‑U.S. securities. The firm documents client risk tolerance and may receive discretionary authority to implement investment strategies on behalf of accounts. The firm’s investment approach draws on fundamental, quantitative, and technical analysis alongside modern portfolio theory and a long‑term trading orientation, and it uses model allocations customized to each client’s situation. Accounts are reviewed at least quarterly and Kessler documents investment policies and client restrictions to guide ongoing management. Noteworthy elements in the brochure include an explicit statement that when advising on retirement plan accounts or individual retirement accounts the firm acts as a fiduciary under ERISA/IRC rules, and the adviser is also a licensed insurance agent who may accept commissions for insurance or investment product sales — a disclosed conflict of interest. The brochure also notes Kessler Planning Group does not aggregate (block) client trades, a practice that can affect trade execution and pricing.
To learn more about the advisors currently working at Kessler Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bolivar, TN
| 14
|
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