Elser Financial Planning offers personalized financial planning, including help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They also manage investments based on your risk tolerance, tax situation, and cash flow needs. Elser Financial Planning is a fee-only firm, meaning they don't sell insurance or accept commissions.
Assets Under Management$2.1B
Clients584
Advisors12
Avg. per Client$3.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Clients with investments of less than $1 million may be subject to a minimum annual investment management fee of $8,500. Investment management fees will not exceed 2% of billable asses. Investment management fees may be waived or discounted at Elser Financial Planning's sole discretion, and are not charged on Elser Financial Planning employee accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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