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Advisor

Brianna Sullivan

Fruitful · New York, New York

Brianna Sullivan is a fee-only financial advisor at Fruitful in New York, New York, who holds the CFP credential. Brianna 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).

Percentage of assetsOngoing planning fee Fee-only CFP

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Facts

FirmFruitful
Based in New York, New York
Fee modelPercentage 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
CredentialsCFP
SEC registration Investment adviser representative in NY, PA, TX · CRD 6654226
Exams passedSeries 66 (2020)
Firm size44 employees
Disclosures None reported
Websitewww.fruitful.com

How Brianna's firm compares

  • Ongoing planning starts at $999 a year, below the New York 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).

What fee-only advisors charge in New York

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Questions about Brianna

Is Brianna Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brianna 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 Brianna charge for financial advice?

Brianna charges a percentage of assets and an ongoing planning fee.

How much does Brianna 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 Brianna Sullivan based?

Brianna Sullivan is based in New York, New York.

What credentials does Brianna Sullivan hold?

Brianna Sullivan holds the CFP credential.

Is Brianna Sullivan registered with the SEC?

Yes. Brianna Sullivan is registered as an investment adviser representative in NY, PA and TX (CRD 6654226), 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 Brianna Sullivan?

Through Brianna'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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