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, SEC-registered RIA organized as a corporation and owned by an individual. Registered in 2015, the firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management, hourly billing and fixed fees rather than commission-based compensation. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Elser does not act as a capital allocator running its own third‑party funds; instead it uses outside managers and traditional investment vehicles. The firm has been recognized in the trade press, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Citywire’s 50 Growers Across America list in 2023.