Wealth Manager
    SEC Registered
    Manages Private Funds

    Elser Financial Planning, Inc.

    Registered investment advisor · Indianapolis, Indiana · CRD #143311

    Assets Under Management
    $2.1B
    Client Accounts
    1,643
    Employees
    15
    CRD Number
    143311
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Elser Financial Planning, Inc.

    Elser Financial Planning, Inc. is a fee-only investment advisory firm founded in 2007, managing over $971 million in assets. They offer comprehensive wealth management, including financial planning, investment strategies, and portfolio management. As of 2024, they manage 1,467 accounts.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Elser Financial Planning, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Elser Financial Planning, Inc.'s AUM?

    Elser Financial Planning, Inc. reports approximately $2.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Elser Financial Planning, Inc. headquartered?

    Elser Financial Planning, Inc. is headquartered in Indianapolis, Indiana.

    What is Elser Financial Planning, Inc.'s CRD number?

    Elser Financial Planning, Inc.'s CRD number is 143311. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Elser Financial Planning, Inc. manage?

    Elser Financial Planning, Inc. manages approximately 1,643 client accounts according to its latest SEC filing.

    Is Elser Financial Planning, Inc. SEC registered?

    Yes, Elser Financial Planning, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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