FLETCHER FINANCIAL GROUP
SEC RegisteredHelping You Create Wealth for Life, and Beyond
About the firm
Fletcher Financial Group helps clients build comprehensive financial plans for retirement, addressing concerns about outliving their money. Their 'Life and Beyond Plan' focuses on accumulating, investing, and enjoying wealth by monitoring taxes, risk, and fees through a 3-Step Review process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement financial planning, including goal-setting for monthly retirement income, wealth accumulation strategies, and a 3-Step Review that monitors taxes, risk, and fees.
Who they serve
People planning for retirement who lack a comprehensive financial plan and are concerned about outliving their money.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 500 | $133M |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLETCHER FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.