A complete list of active advisors currently associated with Fletcher Capital Management

Warmer can help you find a great advisor at Fletcher Capital Management or one who fits your needs even better.

Fletcher Capital Management is an independent advisory firm that manages about $50.9 million for roughly 197 clients and offers asset management, pension consulting, and financial planning to individuals, trusts, small businesses and retirement plans. The firm provides both discretionary and non‑discretionary portfolio management alongside fee‑based comprehensive and tailored financial plans. The firm’s investment approach emphasizes modern portfolio theory, diversified allocations to mutual funds and ETFs, and a buy‑and‑hold strategy supplemented by asset‑allocation tools; the brochure also notes the firm may allocate a small portion of portfolios to digital assets in certain circumstances. Investment programs are structured into growth and income portfolios and the firm uses third‑party custodians for trade execution and reporting. The firm’s business model includes several uncommon features for a solo independent adviser: the principal is licensed as an insurance agent (devoting significant time to insurance sales), owns a 401(k) administration business and provides pension consulting and 401(k) setup and administration for small employers, and is also licensed in real estate. These affiliations and the receipt of insurance commissions and plan‑administration fees are disclosed in the brochure and described as potential conflicts of interest that the firm monitors.

To learn more about the advisors currently working at Fletcher Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.