Bradley Kessler
Bradley Kessler is a CFP-designated registered investment advisor at Kessler Planning Group, based in Bolivar, TN, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 57 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
114 Warren St, Bolivar, TN, 38008
Get directionsHistory
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 ActivitiesSells Insurance
Bradley is an independent licensed insurance agent.
Employment History
Current Registrations
Kessler Planning Group
Previous Registrations
Jaffe Wealth Management & Consulting, INC.
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
State Registrations3 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.