Elser Financial Planning, Inc.

Who works here

• AG
  Allison Marie Gruesbeck
• DW
  Davis Allen Warner
• DH
  Derek Carter Hamilton
• ES
  Eric A Shetter
• GH
  Grant Hamilton Hofer
• JW
  James Robert Wenglikowski
• JH
  Jonathan Lee Herndon
• KT
  Kathleen Ellen Tranovich
• KS
  Kathleen Steinman
• KM
  Kent Austin Miiller
• LM
  Linda D Murphy
• SM
  Samuel Rabon McDaniel
• SE
  Susan Christine Elser
• ZG
  Zachary G Giles

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Elser Financial Planning, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

143311