Elser Financial Planning

Elser Financial Planning, Inc. provides customized comprehensive financial planning and investment management. Typical fees for a comprehensive financial plan including 3 meetings will typically range from $3,500 - $7,000 depending on the level of complexity. For clients who wish to retain Elser Financial Planning, Inc. on an ongoing basis for professional investment management, the annual fee is .65% on the 1st $2 million of assets, .55% on the next $2 million, .45% on the next $1 million, and .35% on amount over $5 million.