Allison Hershey
Fruitful · Philidelphia, Pennsylvania
Allison Hershey is a fee-only financial advisor at Fruitful in Philidelphia, Pennsylvania, who holds the CFP credential. Allison charges a percentage of assets and an ongoing planning fee (ongoing planning from $999 a year and 0.25% a year on the first tier of assets managed).
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Facts
| Firm | Fruitful |
|---|---|
| Based in | Philidelphia, Pennsylvania |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $999 a year · 0.25% a year on the first tier of assets managed |
| Assets under management | $34.8M across 945 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, PA, TX · CRD 6509430 |
| Firm size | 44 employees |
| Disclosures | None reported |
| Website | www.fruitful.com |
How Allison's firm compares
- Ongoing planning starts at $999 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Fruitful's average account is about $37,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Allison
Is Allison Hershey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Fruitful reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison charges a percentage of assets and an ongoing planning fee.
How much does Allison charge?
According to Fruitful's website, checked October 30, 2026: ongoing planning from $999 a year; 0.25% a year on the first tier of assets managed.
Where is Allison Hershey based?
Allison Hershey is based in Philidelphia, Pennsylvania.
What credentials does Allison Hershey hold?
Allison Hershey holds the CFP credential.
Is Allison Hershey registered with the SEC?
Yes. Allison Hershey is registered as an investment adviser representative in NY, PA and TX (CRD 6509430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fruitful manage?
Fruitful reports $34.8M across 945 accounts in assets under management.
How do I contact Allison Hershey?
Through Allison's website, www.fruitful.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
- Fruitful 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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