Elser Financial Planning, Inc.

RIASEC RegisteredEst. 2015

Total AUM

$2.1B

Discretionary

$1.1B

54% of AUM

Avg account

$1.3M

Accounts

1,643

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 143311
Registered since: February 9, 2015
Website: elserfp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.31%
Individuals2.92%
Charitable Organizations2.78%
Corporations / Businesses1.97%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Elser Financial Planning, Inc. is an independent registered investment adviser formed in 2015 and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, with primary advisory services centered on financial planning and portfolio management for individuals and small businesses. Its compensation model is a mix of percentage-of-AUM fees, hourly charges and fixed-fee engagements, which allows engagement flexibility across comprehensive planning and ongoing investment management. The firm reports a clear equity preference and is not positioned as an active ESG investor. It is not a multi-state adviser or a pension consultant and does not function as a capital allocator for third-party alternative managers. Elser has been recognized in industry press, including a mention among Top RIA Firms by FA Magazine in 2020 and inclusion in Citywire’s 50 Growers Across America list in 2023.