James Baker
Tranquility Partners · Brentwood, Tennessee
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Tranquility Partners |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $960.0M across 958 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 2850941 |
| Exams passed | Series 63 (2001) · Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.tranquilitypartners.com |
How James's firm compares
- Tranquility Partners's average account is about $1.0 million, from its Form ADV (assets managed divided by 958 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tranquility Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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