AdvisorCensus / Financial advisors / Indiana / Indianapolis / Elser Financial Planning, Inc.
Elser Financial Planning, Inc. is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Elser Financial Planning, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Elser Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Elser Financial Planning, Inc. charge?
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $150 to $800 an hour (continue to engage EFP). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Elser Financial Planning, Inc. located?
Elser Financial Planning, Inc.'s principal office is in Indianapolis, IN, according to its Form ADV.
Is Elser Financial Planning, Inc. registered with the SEC or a state?
Elser Financial Planning, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 143311.
How much does Elser Financial Planning, Inc. manage?
Elser Financial Planning, Inc. reports $2,107,948,395 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (54% discretionary).
How have Elser Financial Planning, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Elser Financial Planning, Inc.: Regulatory assets under management: $500,336,015 in the October 2021 data and $2,107,948,395 in the October 2026 data, up 321%. Total employees: 9 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Elser Financial Planning, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (420); individuals (other than high net worth individuals) (158); corporations or other businesses not listed above (6).
Which custodians does Elser Financial Planning, Inc. use?
Elser Financial Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Elser Financial Planning, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143311
What changed in Elser Financial Planning, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $150 to $800 an hour (continue to engage EFP)
The brochure's wording
After delivery of a financial plan, clients can continue to engage EFP for a fixed fee or on an hourly basis at the rate of $150 - $800/hour
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,107,948,395 as of October 2026, filing dated September 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 15. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,107,948,395 | 15 | September 29, 2026 |
| October 2025 | $2,004,775,922 | 12 | February 10, 2025 |
| October 2024 | $2,060,454,446 | 12 | August 21, 2024 |
| October 2023 | $1,379,851,158 | 12 | February 17, 2023 |
| October 2022 | $1,579,097,036 | 12 | June 20, 2022 |
| October 2021 | $500,336,015 | 9 | February 5, 2021 |
Regulatory assets under management: $500,336,015 in the October 2021 data and $2,107,948,395 in the October 2026 data, up 321%.
Total employees: 9 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Elser Financial Planning, Inc. (CRD 143311): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/elser-financial-planning-inc-indianapolis-in-143311