Tranquil Path Financial Planning, LLC
Independence, Ohio
Tranquil Path Financial Planning, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 6 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 88 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Independence, Ohio |
|---|
Questions about Tranquil Path Financial Planning, LLC
How is Tranquil Path Financial Planning, LLC paid?
Tranquil Path Financial Planning, LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Tranquil Path Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Tranquil Path Financial Planning, LLC.
What is the average account at Tranquil Path Financial Planning, LLC?
Tranquil Path Financial Planning, LLC's average account is about $233,000. That's the assets on its Form ADV divided by its 88 accounts.
What does Tranquil Path Financial Planning, LLC specialize in?
Tranquil Path Financial Planning, LLC's advisors and website list retirement planning, estate & legacy planning and tax planning.
Tranquil Path Financial Planning, LLC fees
Tranquil Path Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 14 |
| High-net-worth clients | 6 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 322455 |