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
- Phone
- (801) 243-0493
Can advise clients in 2 states: California, Utah
Other planners in Lehi that publish fees
- Artstone Private WealthLehi$200/hr
- Brighter Retirement Advisors LLCLehi$50-$500
- Decker Retirement Planning Inc.Lehi$250/hr
- Drive Wealth AdvisersLehi$300/hr, $5,000-$50,000
- Gajardo Wealth Management LLCLehi$200-$2,000
- Montage Financial AdvisorsLehi$350/hr, $4,000-$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.