James Wenglikowski
Elser Financial Planning · Indianapolis, Indiana
James Wenglikowski is a fee-only financial advisor at Elser Financial Planning in Indianapolis, Indiana, who holds the CFP credential. Elser Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elser Financial Planning |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.11B across 1,643 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7737904 |
| Exams passed | Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | elserfp.com |
How James's firm compares
- Elser Financial Planning's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,643 accounts).
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Questions about James
Is James Wenglikowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Elser Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Elser Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Wenglikowski based?
James Wenglikowski is based in Indianapolis, Indiana.
What credentials does James Wenglikowski hold?
James Wenglikowski holds the CFP credential.
Is James Wenglikowski registered with the SEC?
Yes. James Wenglikowski is registered as an investment adviser representative in IN (CRD 7737904), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elser Financial Planning manage?
Elser Financial Planning reports $2.11B across 1,643 accounts in assets under management.
How do I contact James Wenglikowski?
Through James's website, elserfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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