Raquel Tennant
Fruitful · New York, New York
Raquel Tennant is a fee-only financial advisor at Fruitful in New York, New York, who holds the CFP credential. Raquel 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 | New York, New York |
| 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 7522739 |
| Firm size | 44 employees |
| Disclosures | None reported |
| Website | www.fruitful.com |
How Raquel'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).
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Questions about Raquel
Is Raquel Tennant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raquel 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 Raquel charge for financial advice?
Raquel charges a percentage of assets and an ongoing planning fee.
How much does Raquel 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 Raquel Tennant based?
Raquel Tennant is based in New York, New York.
What credentials does Raquel Tennant hold?
Raquel Tennant holds the CFP credential.
Is Raquel Tennant registered with the SEC?
Yes. Raquel Tennant is registered as an investment adviser representative in MD, NY and TX (CRD 7522739), 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 Raquel Tennant?
Through Raquel'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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