# Kathleen Tranovich

> Kathleen Tranovich is a fee-only financial advisor at Elser Financial Planning in Indianapolis, Indiana, who holds the CFP, CPWA and RMA credentials. Kathleen charges a percentage of assets and a one-time planning fee (one-time plans from $4,000 and 0.85% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/kathleen-tranovich/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Elser Financial Planning
- **Based in:** Indianapolis, Indiana
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $4,000; 0.85% a year on the first tier of assets managed
- **Assets under management (firm):** $2.11B across 1,643 accounts
- **Credentials:** CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Executives, Retirees, Multi-generational families, Divorced individuals
- **CRD:** 6273055 (https://adviserinfo.sec.gov/individual/summary/6273055)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://elserfp.com

## Frequently asked questions

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

Yes. Kathleen Tranovich is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kathleen's firm.

### How does Kathleen Tranovich charge for financial advice?

Kathleen Tranovich charges a percentage of assets and a one-time planning fee.

### How much does Kathleen Tranovich charge?

According to Elser Financial Planning's website, checked October 28, 2026: one-time plans from $4,000; 0.85% a year on the first tier of assets managed.

### Where is Kathleen Tranovich based?

Kathleen Tranovich is based in Indianapolis, Indiana.

### What does Kathleen Tranovich specialize in?

Kathleen Tranovich's specialties include estate & legacy planning and family wealth transfer. Kathleen works with executives, retirees, multi-generational families and divorced individuals.

### What credentials does Kathleen Tranovich hold?

Kathleen Tranovich holds the CFP, CPWA, RMA, ABFP, APMA, CDFA and ChFC credentials.

### Is Kathleen Tranovich registered with the SEC?

Yes. Kathleen Tranovich is registered as an investment adviser representative in IN and TX (CRD 6273055), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Tranovich?

Through Kathleen Tranovich's website, elserfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2707): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://elserfp.com/): specialties, clients served, and fees, checked October 28, 2026

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