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Fletcher Financial Group

Updated today

Client assets under management

$133,000,000

Clients

500

0% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

167

Very High

Average account size

$266,000

About

Fletcher Financial Group serves individual clients and families, providing financial planning, insurance planning, and discretionary investment management and manages roughly $133 million in client assets. Its planning services address retirement planning, cash-flow and debt management, tax-efficient investing, legacy/estate planning, and insurance needs.

The firm emphasizes a planning-first approach using a three-step process (evaluation, plan creation, and ongoing monitoring) to tailor strategies to each client’s goals and risk tolerance, and implements portfolios through asset-allocation strategies across equities, bonds, alternatives and cash. For implementation Fletcher frequently delegates portfolio management to third‑party External Managers (including AE Wealth Management) while retaining discretionary authority to set objectives, monitor performance, and apply investment restrictions.

Noteworthy distinctions include that firm representatives act as insurance agents and receive commissions on insurance products—a disclosed conflict the firm manages by not charging advisory fees on those sales—and the firm also offers a specialized nursing‑home planning service with renewable oversight options. Fletcher commonly uses External Managers’ wrap‑fee platforms for managed accounts, has a relatively high client load (about 500 clients served by three advisors), and recently transitioned its registration to the SEC.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting Wealth management

Fee options

Fixed

Financial planning fees range from $0 to $20,000; Nursing home planning fees include approximately one-month nursing home stay cost, $500 annual renewal fee or $1,000 one-time renewal fee for up to 10 years.

Percentage

1.50% annually

Commissions

Commission on insurance products such as Life Insurance, Annuities, and Long-Term Care Solutions, determined by the underlying insurance company.

Main office location

Fletcher Financial Group

3800 Cypress St

West Monroe LA 71291, United States

Number of offices

1

Most active in

Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Braden S

Series 65

West Monroe, LA

Fletcher Financial Group

Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018. Prior to that, he worked at Tech Assurance and Port-a-Bell. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm bases its advice on individualized plans and asset-allocation strategies, using a combination of fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Bradley W

Series 65

West Monroe, LA

Fletcher Financial Group

Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

General retirement planning Cash flow / budgeting Wealth management
user avatar

Kenneth F

Series 63, Series 65

West Monroe, LA

Fletcher Financial Group

Kenneth Fletcher is a financial advisor with Fletcher Financial Group in West Monroe, LA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with AIG American General Life Insurance Company since 2002 and owns Family Financial Group, an independent insurance sales business established in 1997. Additionally, he organizes Medicaid Made Simple seminars for seniors and owns a program that assists clients in finding FDIC-insured CDs. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individuals and families. The firm emphasizes individualized financial plans, asset allocation, risk management, and uses external managers to implement strategic and tactical allocations.

General retirement planning Cash flow / budgeting Wealth management
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