Overview
Assets Under Management: $2.0 billion
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 176
Average Client Assets: $11 million
Frequently Asked Questions
ELSER FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143311), ELSER FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
ELSER FINANCIAL PLANNING, INC. is headquartered in INDIANAPOLIS, IN.
ELSER FINANCIAL PLANNING, INC. serves 176 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, ELSER FINANCIAL PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ELSER FINANCIAL PLANNING, INC. manages $2.0 billion in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, ELSER FINANCIAL PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.06
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 1,661
Discretionary Accounts: 1,526
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 143311
Last Filing Date: 2025-02-10 00:00:00
Website: https://elserfp.com