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THRIVE FINANCIAL PLANNING
FRUITFUL FINANCIAL PLANNING INC.
CRD 172558
5170 GOLDEN FOOTHILL PARKWAY, SUITE 201, EL DORADO HILLS, CA, 95762-9608, United States
Phone
916-235-8240
Fax
916-235-7800
Registration
— (—)
Source
State registered
Total AUM
$44.3M
Discretionary AUM
$41.7M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $12.8M |
| High net worth individuals | 36 | $31.5M |
All web addresses on file
Official SEC filing: View on IAPD