Raquel Tennant is a CFP-designated registered investment advisor at Fruitful, based in New York, NY, with 3 years of industry experience. Raquel 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
335 Madison Ave., 3rd Fl, New York, NY, 10017
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Raquel is a licensed real estate agent with Real Living at Home since January 2022, assisting clients with real estate transactions. This takes about 10-20% of her time, with minimal time spent during trading hours.
Employment History
Current Registrations
Fruitful
Previous Registrations
2050 Wealth Partners LLC
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.