Craig Kessler is a registered investment advisor at Gladstone Wealth Partners, based in Columbus, IN, with 25 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
Location
50 Washington Street, Suite 3B, Columbus, IN, 47201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is a registered investment advisor with Kessler Investment Group, LLC and Gladstone Institutional Advisory, spending about half his time on securities trading. He also holds real estate through Kessler Property Group, LLC, including the office from which KIG operates, dedicating minimal time to collecting rent, paying taxes, and maintaining records.
Employment History
Current Registrations
Gladstone Wealth Partners
Kessler Investment Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Kirr, Marbach & Company, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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