# James Baker

> James Baker is a fee-only financial advisor at Tranquility Partners in Brentwood, Tennessee. James focuses on family wealth transfer. Tranquility Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-baker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tranquility Partners
- **Based in:** Brentwood, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $960.0M across 958 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2850941 (https://adviserinfo.sec.gov/individual/summary/2850941)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (2001), Series 65 (2016)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.tranquilitypartners.com

## Frequently asked questions

### Is James Baker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Tranquility Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Tranquility Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Baker based?

James Baker is based in Brentwood, Tennessee.

### What does James specialize in?

James's specialties include family wealth transfer. James works with multi-generational families.

### Is James Baker registered with the SEC?

Yes. James Baker is registered as an investment adviser representative in TN and TX (CRD 2850941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tranquility Partners manage?

Tranquility Partners reports $960.0M across 958 accounts in assets under management.

### How do I contact James Baker?

Through James's website, www.tranquilitypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2850941): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tranquilitypartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.