Zachary Giles
Elser Financial Planning · Indianapolis, Indiana
Zachary Giles is a fee-only financial advisor at Elser Financial Planning in Indianapolis, Indiana, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 7279166 |
| Exams passed | Series 63 (2021) · Series 66 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | elserfp.com |
How Zachary'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 Zachary
Is Zachary Giles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, Elser Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Giles based?
Zachary Giles is based in Indianapolis, Indiana.
What credentials does Zachary Giles hold?
Zachary Giles holds the CFP credential.
Is Zachary Giles registered with the SEC?
Yes. Zachary Giles is registered as an investment adviser representative in IN and TX (CRD 7279166), 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 Zachary Giles?
Through Zachary'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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