Fletching Arrows Wealth Management LLC

Fletching Arrows Wealth Management LLC provides fee‑based financial planning and discretionary portfolio management primarily to individual clients, delivering asset management through the OPS (Orion Portfolio Solutions) platform, hourly financial planning, and educational seminars. The firm does not custody client assets and documents initial evaluations (net worth statements, risk analyses) and client objectives; it states no account minimum.

The firm generally manages accounts on a discretionary basis and may either manage client assets directly or select OPS strategists, applying a combination of fundamental and technical/charting analysis to support long‑ and short‑term strategies. Accounts are reviewed at least quarterly (and more frequently when conditions warrant), and client objectives and any investment restrictions are recorded in an initial questionnaire.

Noteworthy for a solo adviser, the firm reports 276 clients — a client load that is high for a single‑advisor practice — and maintains an affiliated insurance entity through which the managing member may receive commission‑based compensation for insurance sales (approximately 5% of his time), creating a fee‑and‑commission mix disclosed in the brochure. The brochure notes mitigation measures (disclosures, firm fiduciary obligations, separation of the insurance activity) and shows reliance on OPS for custodial statements, fee processing, and access to platform technology, all of which are relevant considerations when comparing this firm to peers.