Kathleen Tranovich
Elser Financial Planning · Indianapolis, Indiana
Kathleen Tranovich is a fee-only financial advisor at Elser Financial Planning in Indianapolis, Indiana, who holds the CFP, CPWA and RMA credentials.
- $4,000
- One-time plan, from
- $2.1B
- Firm assets managed
- $1M
- Firm's average account
- 2008
- First securities exam
What Kathleen focuses on
Who Kathleen works with
- Executives
- Retirees
- Multi-generational families
- Divorced individuals
How does Kathleen's firm compare?
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A one-time plan starts at $4,000, above the US median of $2,000 for fee-only firms that publish prices.
-
Elser Financial Planning's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,643 accounts).
Questions about Kathleen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $2.11B across 1,643 accounts |
| Credentials | CFP · CPWA · RMA · ABFP · APMA · CDFA · ChFC |
| SEC registration | Investment adviser representative in IN, TX · CRD 6273055 |
| Exams passed | Series 65 (2008) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | elserfp.com |
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Other fee-only advisors in Indianapolis
Other advisors in Indiana who focus on estate & legacy planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Elser Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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