Kessler Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $2,500

“The negotiated fixed rate for creating client financial plans is between $0 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kessler Planning Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KPG's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KPG’s fees, within five business days of signing the Financial Planning Agreement.”

How Kessler Planning Group’s fees compare

• Its flat or project fee of up to $2,500 is below the Tennessee median of $3,000. 21% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Kessler Planning Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

66

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$48,900,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327913

Website

kesslerplanning.com (opens in new tab)

Phone

(901) 255-2887

Can advise clients in 3 states: Louisiana, Mississippi, Tennessee

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

Compare all 240 planners in Tennessee