SR
CFP
SR
CFP

Sanchi Ranyal

2 Years of Experience

Sanchi Ranyal is a CFP-designated registered investment advisor at Fruitful, based in San Ramon, CA, with 2 years of industry experience. Sanchi 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
Fixed/Hourly
Firm Size
17 advisors
Number of Clients
189 clients
Average Client Portfolio
$49K average
Assets Under Management
$9.3M

Fee Structure

Planning is included in investment management

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.

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Location

12657 Alcosta Boulevard, Suite 150, San Ramon, CA, 94583

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Fruitful
May 2025 - Present · 11 mos
Accretive Wealth Management, LLC
July 2023 - Present · 2 yrs 9 mos
State Registrations4 states
CACONYTX
Advisor

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.

Exams
No exam information available for this advisor.