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ELSER FINANCIAL PLANNING, INC.

8900 Keystone Crossing
Suite 450
Indianapolis, Indiana 46240
Tel: 317-731-5615

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About ELSER FINANCIAL PLANNING, INC.

ELSER FINANCIAL PLANNING, INC, formally registered with the SEC as ELSER FINANCIAL PLANNING, INC. The firm was established in 02/09/2015. They have over 1 offices throughout the country.

ELSER FINANCIAL PLANNING, INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $2,004,775,922 assets under management, offering retirement planning & investment advisory services to 1661 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143311
SEC#801-80871
Assets Managed by Firm$2,004,775,922
No. of Clients1661
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1661$2,004,775,922
Individuals (other than high net worth individuals)227$73,346,882
High net worth individuals176$1,885,620,818
Pension and profit sharing plansFewer than 5 clients$246,004
Charitable organizationsFewer than 5 clients$37,778,317
Corporations or other businesses5$7,783,901

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