Elser Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$800/hr

“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 (rate is determined per engagement based on expertise of the advisor).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Elser Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment management fees are billed quarterly, in arrears, meaning that clients are invoiced after the three-month billing period has ended.”
• “For “held away” accounts, fees are debited from taxable accounts or billed directly.”
• “Fixed fees are priced based on the complexity of work and are billed quarterly in arrears.”

How Elser Financial Planning, Inc.’s fees compare

• Its hourly rate of $150-$800 spans the Indiana median of $250. 92% of the 119 other Indiana planners that publish an hourly rate charge less.
• 26 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

About Elser Financial Planning, Inc.

• Principal: Susan Elser
• Firm size: 15 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

578

Employees

15

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,107,948,395

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143311

Website

elserfp.com (opens in new tab)

Phone

(317) 731-5615

Can advise clients in 11 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, North Carolina, Nebraska, New York, Texas

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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