ELSER FINANCIAL PLANNING, INC.

CRD 143311File 801-80871

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.11B

Top 25% of cohort (national)

Discretionary AUM

$1.13B

Non-discretionary $973.8M

Clients

584

1,643 accounts

Employees

Top 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Feb 9, 2015
Principal office: 8900 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, 46240
Phone: 317-731-5615
Website: HTTP://ELSERFP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.11B
Discretionary AUM: $1.13B
Non-discretionary AUM: $973.8M
Discretionary accounts: 1,474
Non-discretionary accounts: 169
Total accounts: 1,643
AUM per client: $3.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$41.6M
Charitable organizations	Fewer than 5	$58.5M
High net worth individuals	420	$1.95B
Pension and profit sharing plans	Fewer than 5	$346K
Individuals (other than high net worth individuals)	158	$61.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.