Kathleen Steinman
Elser Financial Planning · Indianapolis, Indiana
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.
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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 |
| SEC registration | Investment adviser representative in IN · CRD 8341914 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | elserfp.com |
How Kathleen'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 Kathleen
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.
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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