Family Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Family Financial Group reports 500 individuals. Of its assets, 100.0% ($133M across 713 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 500 | $133M | 100.0% | $266K |
| Total | 500 | $133M | 100% | $266K |
- Clients
- 500
- Regulatory AUM
- $133M
- AUM share
- 100.0%
- Avg. per client
- $266K
Total
- Clients
- 500
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- $266K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Family Financial Group charges up to 1.50% a year for its Investment management fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning fees are billed as incurred, separate from the investment management fee.
- Nursing home planning
- Nursing home planning is charged at the average or actual one-month nursing home cost, plus a choice of $500 a year or a one-time $1,000 renewal charge.
Kenneth Fletcher owns 75% or more of Family Financial Group. The leadership team of Family Financial Group includes President Kenneth Fletcher. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Family Financial Group
Kenneth Fletcher
Control person · since July 1997
Besides its headquarters, Family Financial Group has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 3800 Cypress St, West MonroeHQ
Contact and registration details
- Legal name
- Family Financial Group
- Headquarters
- 3800 Cypress St, West Monroe, LA 71291
- Website
- fletcherfinancialgroup.net
- Phone
- 318-387-8918
- SEC file
- 801-135491
- Structure
- Louisiana corporation
- Fiscal year end
- December
Family Financial Group does not have custody of client assets.
At year end, Family Financial Group’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Family Financial Group have?
Family Financial Group has 500 clients and manages $133 million for them, as of March 2026. They include 500 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Family Financial Group offer?
Family Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Family Financial Group charge?
Family Financial Group charges up to 1.50% a year for its Investment management fee. The fee is billed in arrears and is negotiable.
How many financial advisors does Family Financial Group have?
Family Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Financial Group invest in?
At the end of its last fiscal year, Family Financial Group’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Financial Group?
Family Financial Group’s direct owner is Kenneth Fletcher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Family Financial Group get paid?
Family Financial Group is paid through a percentage of assets under management, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Family Financial Group?
Family Financial Group’s main office is at 3800 Cypress St, West Monroe, LA 71291. Its phone number is 318-387-8918. Its website is fletcherfinancialgroup.net.