Fletcher Capital Management fees and pricing

Financial planner in Lehi, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 19, 2026, Fletcher Capital Management charges $75 an hour and a flat or project fee of $500⁠-⁠$3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75/hr
“There is an hourly fee of $75 based on the time to prepare the report.”
Flat or project fee
$500⁠-⁠$3,500
“Plan fees range from $500 to $3,500, depending on the complexity of the client’s financial situation and the time it takes to prepare it (i.e. small business owner and or complexity of estate plan).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fletcher Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “For all assets that are managed, clients are charged a quarterly asset fee which is billed in advance based on the account balance on the first day of the current quarter.”
  • “Management fees will be prorated for each capital contribution and withdrawal made during the calendar quarter.”
  • “Accounts initiated during a quarter will be charged a prorated fee.”

How Fletcher Capital Management’s fees compare

  • Its hourly rate of $75 is below the Utah median of $200. None of the 78 other Utah planners that publish an hourly rate charge less.
  • None of the 9 other planners in Lehi that publish an hourly rate charge less.
  • Its flat or project fee of $500-$3,500 spans the Utah median of $2,050. 46% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 5 of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Fletcher Capital Management

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
197
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$50,901,020
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
153360
Website
fletchercapm.com (opens in new tab)
Phone
(801) 243-0493

Can advise clients in 2 states: California, Utah

Other planners in Lehi that publish fees

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