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Firm

Fruitful

New York, New York

Fee-only

Fruitful at a glance

  • One of 480 fee-only firms based in New York in the Wellspent graph.
  • 17 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 44 employees and 1,327 individual clients, 1 of them high net worth.
  • Its average account is about $37,000 (assets it manages divided by its 945 accounts).
  • Its ongoing planning fee starts at $999 a year, below the New York median of $3,600.

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Based inNew York, New York
Websitefruitful.com
Email[email protected]
Phone(833) 784-8050

Fruitful fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Ongoing planningFrom $999 a year
Asset-based fee0.25% a year on the first tier of assets
How it chargesPercentage of assets · Ongoing planning fee

In the firm's words

"you can keep Premium for $999/year or continue with Fruitful at $0 membership." source
"0.25% AUM fee above $10K" source
"you can keep Premium for $999/year or continue with Fruitful at $0 membership." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$35 million
Individual clients1,326
High-net-worth clients1
Accounts managed945
Employees44
Planning clientsMore than 500
Registered withThe SEC (801-126497)
Financial planningOffered
Form ADV filedOctober 16, 2026
SEC recordCRD 322603

Advisors at this firm (17)