Craig Kessler is a registered investment advisor at Gladstone Wealth Partners, based in Columbus, IN, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
50 Washington Street, Suite 3B, Columbus, IN, 47201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.