# Louis Tranquilli

> Louis Tranquilli is a fee-only financial advisor at Tranquilli Financial Advisor in Clinton, New Jersey. Louis 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.

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

## Facts

- **Firm:** Tranquilli Financial Advisor
- **Based in:** Clinton, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $199.4M across 517 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2179748 (https://adviserinfo.sec.gov/individual/summary/2179748)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (1998), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.tranquillifa.com

## Frequently asked questions

### Is Louis Tranquilli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Louis 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 Louis charge for financial advice?

Louis's firm, Tranquilli Financial Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Louis Tranquilli based?

Louis Tranquilli is based in Clinton, New Jersey.

### What does Louis specialize in?

Louis's specialties include estate & legacy planning and retirement planning. Louis works with retirees and pre-retirees.

### Is Louis Tranquilli registered with the SEC?

Yes. Louis Tranquilli is registered as an investment adviser representative in NJ and TX (CRD 2179748), 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 Louis Tranquilli?

Through Louis's website, www.tranquillifa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2179748): 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://www.tranquillifa.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.