# Josh Norris

> Josh Norris is a fee-only financial advisor at LeFleur Financial in Jackson, Mississippi, who holds the CFA, CFP and CPA credentials. Josh focuses on small business owners and tax planning. LeFleur Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/josh-norris/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** LeFleur Financial
- **Based in:** Jackson, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $23.2M across 56 accounts
- **Credentials:** CFA, CFP, CPA
- **Specialties:** Small business owners, Tax planning
- **Works with:** Retirees, High earners
- **CRD:** 6431628 (https://adviserinfo.sec.gov/individual/summary/6431628)
- **SEC registration:** Investment adviser representative in MS
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://lefleurfinancial.com

## Frequently asked questions

### Is Josh Norris a fee-only financial advisor?

Yes. Josh Norris is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.

### How does Josh charge for financial advice?

Josh's firm, LeFleur Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Josh Norris based?

Josh Norris is based in Jackson, Mississippi.

### What does Josh specialize in?

Josh's specialties include small business owners and tax planning. Josh works with retirees and high earners.

### What credentials does Josh Norris hold?

Josh Norris holds the CFA, CFP and CPA credentials.

### Is Josh Norris registered with the SEC?

Yes. Josh Norris is registered as an investment adviser representative in MS (CRD 6431628), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does LeFleur Financial manage?

LeFleur Financial reports $23.2M across 56 accounts in assets under management.

### How do I contact Josh Norris?

Through Josh's website, lefleurfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38380): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lefleurfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.