Elser Financial Planning, Inc.
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
FINTRXOverview
Elser Financial Planning, Inc. is an independent registered investment adviser that began SEC registration in 2015. The firm is owner-operated and serves a mix of individual and family clients as well as institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements, giving flexibility across planning and investment mandates. The firm does not present itself as an active ESG investor and is not organized as a capital allocator. Elser has been recognized in industry publications, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Citywire’s 50 Growers Across America list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 14
Eric Shetter
Partner, Wealth AdvisorCRD 7061193
Allison Gruesbeck
Wealth AdvisorCRD 6295612
Derek Hamilton
Partner, Wealth AdvisorCRD 6387757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$867M in ETFs
7%
$57.2M
92%
$810M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $152M | 3,800,199 | 17.59% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8900 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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