Louis Fancher
46 Peaks Investment Advisory Group · Newtown, Pennsylvania
Louis Fancher is a fee-only financial advisor at 46 Peaks Investment Advisory Group in Newtown, Pennsylvania, who holds the CFP and ChFC credentials. Louis charges an ongoing planning fee and focuses on small business owners and equity compensation.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | 46 Peaks Investment Advisory Group |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $272.1M across 445 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA, TX · CRD 2772262 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.46peaks.com |
| Profile |
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Questions about Louis
Is Louis Fancher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and 46 Peaks Investment Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis charges an ongoing planning fee.
Where is Louis Fancher based?
Louis Fancher is based in Newtown, Pennsylvania.
What does Louis specialize in?
Louis's specialties include small business owners and equity compensation. Louis works with executives, retirees and pre-retirees.
What credentials does Louis Fancher hold?
Louis Fancher holds the CFP and ChFC credentials.
Is Louis Fancher registered with the SEC?
Yes. Louis Fancher is registered as an investment adviser representative in PA and TX (CRD 2772262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 46 Peaks Investment Advisory Group manage?
46 Peaks Investment Advisory Group reports $272.1M across 445 accounts in assets under management.
How do I contact Louis Fancher?
Through Louis's website, www.46peaks.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 46 Peaks Investment Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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