{"url":"https://nivawealth.com/firms/family-financial-group-152609","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152609","regulatoryAum":133000000,"crd":"152609","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1017769","suffix":null,"lastName":"FLETCHER","firstName":"KENNETH","middleName":"LEE"},{"crd":"8191644","suffix":null,"lastName":"Smith","firstName":"Braden","middleName":null},{"crd":"7785726","suffix":null,"lastName":"Wilson","firstName":"Bradley","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135491","legalName":"Family Financial Group","displayName":"Family Financial Group","slug":"family-financial-group-152609","website":"https://fletcherfinancialgroup.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Louisiana corporation","fiscalYearEnd":"December","headquarters":{"street":"3800 Cypress St","city":"West Monroe","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"71291"},"tradeNames":[],"registration":{"secApproved":"5 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":266000,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":133000000,"discretionary":133000000,"discretionaryAccounts":713,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":0,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":500,"regulatoryAum":133000000}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006238","versionId":1006238,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-04","documentName":"ADV PART II","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning fees are billed as incurred, separate from the investment management fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006238","versionId":1006238,"submittedOn":"2026-02-04","documentName":"ADV PART II"},{"role":"other","program":"Nursing home planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006238","versionId":1006238,"submittedOn":"2026-02-04","documentName":"ADV PART II"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:03:30.490056+00:00","documents":[{"name":"ADV PART II","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006238","versionId":1006238,"submittedOn":"2026-02-04"}]},"custodians":[],"custodyNote":"Family Financial Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kenneth Fletcher","title":"President - CCO","crd":"1017769"}],"ownership":[{"label":"Kenneth Fletcher","detail":"President - cco in the 75% or more ownership band and a control person, since July 1997."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":1,"addresses":[{"street":"3800 Cypress St","city":"West Monroe","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"318-387-8918","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Commissions","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"2 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/152609/PDF/152609.pdf","brochureDate":"4 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006238","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Family Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Family Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Family Financial Group charge?","answer":"Family Financial Group charges up to 1.50% a year for its Investment management fee. The fee is billed in arrears and is negotiable.","source":"ADV PART II, filed 4 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Family Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Family Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Family Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Family Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Family Financial Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}