Josh Norris
LeFleur Financial · Jackson, Mississippi
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.
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Specialties
Who they serve
- Retirees
- High earners
Facts
| Firm | LeFleur Financial |
|---|---|
| Based in | Jackson, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.2M across 56 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in MS · CRD 6431628 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lefleurfinancial.com |
| Profile |
How Josh's firm compares
- LeFleur Financial's average account is about $414,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Josh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- LeFleur Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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