AdvisorCensus / Financial advisors / Louisiana / Monroe / Fletcher Financial Group
Fletcher Financial Group
Filed as FLETCHER FINANCIAL GROUP · Legal name Family Financial Group
Fletcher Financial Group is an SEC-registered investment advisory firm in West Monroe, LA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.
Quick answers
From the filingHow is Fletcher Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Fletcher Financial Group reports these compensation arrangements: a percentage of assets under its management; commissions; other.
What does Fletcher Financial Group's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 4, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Fletcher Financial Group located?
Fletcher Financial Group's principal office is in West Monroe, LA, according to its Form ADV.
Is Fletcher Financial Group registered with the SEC or a state?
Fletcher Financial Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 152609.
How much does Fletcher Financial Group manage?
Fletcher Financial Group reports $133,000,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).
What types of clients does Fletcher Financial Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (500).
Does Fletcher Financial Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152609
What changed in Fletcher Financial Group's recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Commissions
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Annual Fee Not to Exceed: 1.50%
Fees are gener ally negotiable. Our fee schedule is presented below:
As stated in the firm's Form ADV Part 2A brochure dated February 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$133,000,000 as of October 2026, filing dated March 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Family Financial Group
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fletcher Financial Group (CRD 152609): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fletcher-financial-group-west-monroe-la-152609