Firm
Elser Financial Planning
Indianapolis, Indiana
Fee-only
Elser Financial Planning at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 13 advisors are listed here; 8 of 13 hold the CFP.
- Its Form ADV reports 15 employees and 578 individual clients, 420 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 1,643 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | elserfp.com |
| [email protected] | |
| Phone | (317) 731-5615 |
Elser Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$ 4k-10k /plan" source
"our fee starts at 0.85% on the first $2 Million, and declines with larger balances" source
"A set % of assets / year, starting at 0.85% on the first $2M" source
"Pay a one-time fee for a detailed financial plan." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.1 billion |
| Individual clients | 158 |
| High-net-worth clients | 420 |
| Accounts managed | 1,643 |
| Employees | 15 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-80871) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 143311 |