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ELSER FINANCIAL PLANNING, INC.
CRD 143311File 801-80871
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.11B
Top 25% of cohort (national)
Discretionary AUM
$1.13B
Non-discretionary $973.8M
Clients
584
1,643 accounts
Employees
15
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2026 | Clients | 408 | 584 | increased by176 |
| Apr 1, 2026 | AUM | $2,004,775,922 | $2,107,948,395 | increased by$103,172,473 |
| Apr 1, 2026 | Accounts | 1,661 | 1,643 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 294 | 408 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,579,097,036 | $2,004,775,922 | increased by$425,678,886 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,023 | 1,661 | increased by638 |
| Mar 1, 2022 | Employees | 9 | 12 | increased by3 |
| Mar 1, 2022 | Clients | 249 | 294 | increased by45 |
| Mar 1, 2022 | AUM | $500,336,015 | $1,579,097,036 | increased by$1,078,761,021 |
| Mar 1, 2022 | Accounts | 832 | 1,023 | increased by191 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELSER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELSER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.