A complete list of active advisors currently associated with Fletcher Financial Group
Warmer can help you find a great advisor at Fletcher Financial Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fletcher Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Monroe, LA
| 19
| |
West Monroe, LA
| 0
| |
West Monroe, LA
| 3
|
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