Elser Financial Planning, Inc. is a large advisory firm based in Indianapolis. It manages $334.13 million of regulatory assets for 579 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Illinois, and Indiana.
Elser Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elser Financial Planning, Inc. is $334.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 204% since the beginning of its operation, and $525 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Elser Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Susan Christine Elser is high net worth individuals with 129 clients and $315.49 million of assets under management. Among the 10 most similar advisory firms, Elser Financial Planning has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $331.99 million for 176 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Elser Financial Planning doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Susan Christine Elser has been acting as President since 1 Jan 2007. Derek Carter Hamilton joined the executive team most recently as the Shareholder.
The principal office where Elser Financial Planning, Inc. performs its advisory services is located at 8900 Keystone Crossing, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-731-5615 or by fax 317-731-5749. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at elserfp.com.