# Fletcher 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.

- CRD: 152609
- Filed as: FLETCHER FINANCIAL GROUP
- Legal name: Family Financial Group
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Monroe, LA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152609
- AdvisorCensus page: https://advisorcensus.com/firm/fletcher-financial-group-west-monroe-la-152609

## Quick answers

**How 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.

**How much does Fletcher Financial Group charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Annual Fee Not to Exceed: 1.50%

> Fees are gener ally negotiable. Our fee schedule is presented below:

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $133,000,000
- Discretionary: $133,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 500 | $133,000,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fletcherfinancialgroup.net

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fletcher Financial Group (CRD 152609): Form ADV filing data as of October 2026.