KESSLER PLANNING GROUP

Overview

Kessler Planning Group is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small business clients. The firm uses a fee model that combines a percentage of assets under management with fixed-fee engagements, and it reports no active ESG investing program. Advisory activity centers on customized planning and the implementation of model or manager-based portfolios rather than direct-market trading at scale. The firm’s client base includes both individual and family relationships and some institutional work, with business activity skewed to comprehensive planning and ongoing portfolio oversight. Kessler Planning Group is not listed as a capital allocator or pension consultant and does not identify as a multi-state adviser in its disclosures, suggesting a regional focus and a relatively concentrated client footprint.

Assets & Accounts

Public Holdings

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Location & Offices