# Kathleen Steinman

> Kathleen Steinman is a fee-only financial advisor at Elser Financial Planning in Indianapolis, Indiana. Elser Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathleen-steinman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Elser Financial Planning
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.11B across 1,643 accounts
- **CRD:** 8341914 (https://adviserinfo.sec.gov/individual/summary/8341914)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://elserfp.com

## Frequently asked questions

### Is Kathleen Steinman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kathleen 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 Kathleen charge for financial advice?

Kathleen's firm, Elser Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kathleen Steinman based?

Kathleen Steinman is based in Indianapolis, Indiana.

### Is Kathleen Steinman registered with the SEC?

Yes. Kathleen Steinman is registered as an investment adviser representative in IN (CRD 8341914), 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 Kathleen Steinman?

Through Kathleen's website, elserfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8341914): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.