David Alicea
Fruitful · College Park, Maryland
David Alicea is a fee-only financial advisor at Fruitful in College Park, Maryland, who holds the CFP credential. David 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 | College Park, Maryland |
| 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 MD, NY, TX · CRD 7663303 |
| Exams passed | Series 63 (2023) |
| Firm size | 44 employees |
| Disclosures | None reported |
| Website | www.fruitful.com |
How David's firm compares
- Ongoing planning starts at $999 a year, below the Maryland median of $3,800 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 David
Is David Alicea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets and an ongoing planning fee.
How much does David 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 David Alicea based?
David Alicea is based in College Park, Maryland.
What credentials does David Alicea hold?
David Alicea holds the CFP credential.
Is David Alicea registered with the SEC?
Yes. David Alicea is registered as an investment adviser representative in MD, NY and TX (CRD 7663303), 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 David Alicea?
Through David'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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