Elser Financial Planning, Inc.

Elser Financial Planning, Inc. (CRD# 143311) is a financial advisory firm headquartered in Indianapolis, IN. They manage $300,021,057 in 452 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $663,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN

Financial Advisors at Elser Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Susan C. Elser
CRD#: 2713658
8365 Keystone Crossing, Suite 105, Indianapolis, IN 46240
96
Wealthminder
score

Susan Elser (CRD# 2713658) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry. Susan Elser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Derek C. Hamilton
CRD#: 6387757
8365 Keystone Crossing, Suite 105, Indianapolis, IN 46240
90
Wealthminder
score

Derek Hamilton (CRD# 6387757) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Derek Hamilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jonathan L. Herndon
CRD#: 6749222
8365 Keystone Crossing, Suite 105, Indianapolis, IN 46240
90
Wealthminder
score

Jonathan Herndon (CRD# 6749222) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Jonathan Herndon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.