Susan Elser, BA, CFP
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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 $1 million of assets, .55% on the 2nd $1 million, and .45% on the 3rd $1 million.