# Fletcher Financial, LLC

> Fletcher Financial, LLC is a state-registered investment advisory firm in Carlsbad, CA, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 133270
- Filed as: FLETCHER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133270
- AdvisorCensus page: https://advisorcensus.com/firm/fletcher-financial-llc-carlsbad-ca-133270

## Quick answers

**How is Fletcher Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fletcher Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Fletcher Financial, LLC located?**
Fletcher Financial, LLC's principal office is in Carlsbad, CA, according to its Form ADV.

**Is Fletcher Financial, LLC registered with the SEC or a state?**
Fletcher Financial, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133270.

**How much does Fletcher Financial, LLC manage?**
Fletcher Financial, LLC reports $10,776,163 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Fletcher Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (8).

**Does Fletcher Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133270

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,776,163
- Discretionary: $10,776,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,669,711 |
| High net worth individuals | 10 | $9,106,452 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fletchfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fletcher Financial, LLC (CRD 133270): Form ADV filing data as of October 2026.