Fletcher Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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.
1.50% annually
Commission on insurance products such as Life Insurance, Annuities, and Long-Term Care Solutions, determined by the underlying insurance company.
Main office
3800 Cypress St
West Monroe LA 71291
Advisors at this office
3
Most active in
Louisiana
Also doing business as
Family Financial Group · Fletcher Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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, following two years at Tech Assurance. Fletcher Financial Group serves individual clients and families by providing financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach with a three-step process tailored to client goals, and frequently delegates portfolio management to third-party External Managers while maintaining discretionary authority.
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.
Kenneth F
Series 63, Series 65
West Monroe, LA
Fletcher Financial Group
Kenneth Fletcher is a financial advisor at Fletcher Financial Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with AIG American General Life Insurance Company since 2002. In addition to his advisory role, he owns and operates Medicaid Made Simple Seminars, which provide educational sessions for seniors about Medicaid rules and regulations. Fletcher Financial Group serves individual clients and families by offering financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach, implementing tailored asset-allocation strategies and frequently delegating portfolio management to third-party external managers while maintaining discretionary authority.
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