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Home > Retirement Planners > indiana > indianapolis > ELSER FINANCIAL PLANNING, INC.
ELSER FINANCIAL PLANNING, INC.
8900 Keystone Crossing
Suite 450
Indianapolis, Indiana 46240
Tel: 317-731-5615
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 Status | Approved |
|---|---|
| Firm CRD# | 143311 |
| SEC# | 801-80871 |
| Assets Managed by Firm | $2,004,775,922 |
| No. of Clients | 1661 |
| No. of Advisors | 12 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1661 | $2,004,775,922 |
| Individuals (other than high net worth individuals) | 227 | $73,346,882 |
| High net worth individuals | 176 | $1,885,620,818 |
| Pension and profit sharing plans | Fewer than 5 clients | $246,004 |
| Charitable organizations | Fewer than 5 clients | $37,778,317 |
| Corporations or other businesses | 5 | $7,783,901 |
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