Louis Tranquilli
Tranquilli Financial Advisor · Clinton, New Jersey
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $199.4M across 517 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 2179748 |
| Exams passed | Series 63 (1998) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tranquillifa.com |
| Profile |
How Louis'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 Louis
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.
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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