Elser Financial Planning, Inc.

Elser Financial Planning, Inc. is a registered Investment Advisor founded in 2007, managing $971,724,596 in assets for 1,467 accounts as of 12/31/2024. They offer personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, with fees based on a percentage of assets under management, hourly charges, comprehensive financial plan fees, or fixed fees. Investment management fees are tiered based on account balance. EFP does not accept performance-based fees or manage accounts with such fees. They provide financial planning based on client objectives, including retirement and estate planning. Investment strategies focus on long-term goals using diversified portfolios of low-cost mutual funds and ETFs. The firm does not receive compensation from fund companies and does not participate in wrap fee programs. EFP acts as a fiduciary, always prioritizing clients' best interests. The firm's team comprises experienced professionals with relevant certifications and educational backgrounds. Supervision is conducted regularly to ensure compliance with regulations and ethical standards.