Samuel McDaniel
Elser Financial Planning · Indianapolis, Indiana
Samuel McDaniel 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 7014051 |
| Exams passed | Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | elserfp.com |
How Samuel'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 Samuel
Is Samuel McDaniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Elser Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel McDaniel based?
Samuel McDaniel is based in Indianapolis, Indiana.
Is Samuel McDaniel registered with the SEC?
Yes. Samuel McDaniel is registered as an investment adviser representative in IN (CRD 7014051), 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 Samuel McDaniel?
Through Samuel'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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