Rebecca Palmer
Fruitful · Camarillo, California
Rebecca Palmer is a fee-only financial advisor at Fruitful in Camarillo, California, who holds the CFP credential. Rebecca 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 | Camarillo, California |
| 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, TX · CRD 6375952 |
| Exams passed | Series 66 (2015) |
| Firm size | 44 employees |
| Disclosures | None reported |
| Website | www.fruitful.com |
| Profile |
How Rebecca's firm compares
- Ongoing planning starts at $999 a year, below the California median of $6,000 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 Rebecca
Is Rebecca Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?
Rebecca charges a percentage of assets and an ongoing planning fee.
How much does Rebecca 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 Rebecca Palmer based?
Rebecca Palmer is based in Camarillo, California.
What credentials does Rebecca Palmer hold?
Rebecca Palmer holds the CFP credential.
Is Rebecca Palmer registered with the SEC?
Yes. Rebecca Palmer is registered as an investment adviser representative in NY and TX (CRD 6375952), 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 Rebecca Palmer?
Through Rebecca'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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