Allison Hershey is a CFP-designated registered investment advisor at Fruitful, based in Philidelphia, PA, with 6 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 189 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fruitful Advisory offers investment management services as part of a Fruitful, Inc. membership. To access investment management, you must subscribe to Fruitful, Inc.'s membership, which costs:
- Solo (1 member): $98/month, $275/quarter, or $998/year
- Joint (2 members): $148/month, $415/quarter, or $1,498/year
These membership fees do not include brokerage commissions or other transaction fees.
Location
Philidelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Allison is involved with Money Conscious (Conscious Finance LLC) as a financial coach and consultant since March 2023. She spends about half her time on this non-investment related business, providing financial coaching to clients and consulting services to other companies.
Employment History
Current Registrations
Fruitful
Previous Registrations
Ellevest
Zenith Solutions, INC.
The Marshall Financial Group, INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.