$2.1B Total AUM
$1.1B Disc. AUM
15.2% 3Y CAGR
15 Employees
602 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2007
- Office Locations
- 1
Office Locations
8900 Keystone Crossing Suite 450 Indianapolis IN
About Elser Financial Planning, Inc.
Elser Financial Planning is an Indianapolis-based, fee-only RIA providing comprehensive wealth management and fiduciary investment guidance for individuals and organizations. The team builds tax-efficient, globally diversified, low-cost portfolios with disciplined rebalancing and scenario analysis, and supports estate, charitable, and insurance planning as life changes.
Team overview
44 AVG AGE
$210.8M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
5.6 yrs AVG TENURE
15 Employees
10 Advisory Reps
10 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SUSAN CHRISTINE ELSER
President
- CRD
- #2713658
- Ownership
- 50% but less than 75%
Available
Available
Available
JONATHAN LEE HERNDON
Managing Partner, Wealth Advisor
- CRD
- #6749222
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 10 owners & executives
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Allison Marie Gruesbeck
Wealth Advisor
- CRD
- #6295612
Available
Available
Available
G
Grant Hamilton Hofer
Trader
- CRD
- #5724052
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,134,112,973 | $769,412 |
| Non-Discretionary | $973,835,422 | $5,762,340 |
| Total | $2,107,948,395 | $1,282,987 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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