# Kessler Planning Group

Kessler Planning Group is a RIA based in Bolivar, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bolivar, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://kesslerplanning.com

## Regulatory record

- **CRD number:** 327913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327913

## About

Kessler Planning Group helps clients get the right information at the right time to make the most informed financial decisions possible. The firm is part of the mid-south community and coordinates with fellow professionals such as CPAs and estate attorneys. Its focus is on planning first, using a dynamic approach to assess risk, identify trends, and leverage resources to provide individualized financial strategies rather than cookie-cutter solutions.

## People

- David Kessler — Principal

## Related profiles

- [Soul Street Asset Management](https://altss.com/profile/soul-street-asset-management-co-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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