Jenner Preston
Tranquilli Financial Advisor · Shawnee, Kansas
Jenner Preston is a fee-only financial advisor at Tranquilli Financial Advisor in Shawnee, Kansas. Jenner focuses on estate & legacy planning and retirement planning. Tranquilli Financial Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Tranquilli Financial Advisor |
|---|---|
| Based in | Shawnee, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $199.4M across 517 accounts |
| SEC registration | Investment adviser representative in KS, MO, NJ · CRD 7678325 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tranquillifa.com |
| Profile |
How Jenner's firm compares
- Tranquilli Financial Advisor's average account is about $386,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Jenner
Is Jenner Preston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jenner holds no broker registration, and Tranquilli Financial Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jenner charge for financial advice?
Jenner's firm, Tranquilli Financial Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jenner Preston based?
Jenner Preston is based in Shawnee, Kansas.
What does Jenner specialize in?
Jenner's specialties include estate & legacy planning and retirement planning. Jenner works with retirees and pre-retirees.
Is Jenner Preston registered with the SEC?
Yes. Jenner Preston is registered as an investment adviser representative in KS, MO and NJ (CRD 7678325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tranquilli Financial Advisor manage?
Tranquilli Financial Advisor reports $199.4M across 517 accounts in assets under management.
How do I contact Jenner Preston?
Through Jenner's website, www.tranquillifa.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
- Tranquilli Financial Advisor 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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