Tranquil Path Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,492,471
Clients
20
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$1,024,624
About
Tranquil Path Financial Planning is a fee-only registered advisory firm that serves individuals and families with comprehensive financial planning, investment management, shorter “financial fitness” reviews, and paraplanning or consultation services for other financial planning firms. The firm does not accept commissions or sell investment or insurance products and presents services through written engagement agreements tailored to client objectives.
The firm’s investment work emphasizes individualized portfolio design based on tax situation, risk tolerance, cash flow, and life goals, and it recommends broadly diversified vehicles such as no-load mutual funds, ETFs, and individual bonds. For ongoing discretionary management and specialized strategies (for example, tax-loss harvesting), the advisor engages independent sub-advisors while retaining responsibility for initial suitability determinations and periodic oversight of those sub-advisors.
Notably, Tranquil Path does not rely on percentage-of-assets-under-management fees, instead using alternate, negotiable fee arrangements and project-based engagements, which is uncommon among independent peers. The firm’s lead advisor holds professional planning and special-needs credentials and participates in a practice alliance that provides proprietary planning systems, and the firm also provides paraplanning and consultation support to other advisors.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Planning for children with special needs
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
Demographic focus
Mid-Career Professionals
Fee options
Financial Fitness Review fee is $1,000
Consultation and paraplanning services charged at $250 to $500 per hour depending on work type
Minimum fee: Initial set-up fee ranging from $1,000 to $5,000; annual fee ranging from $4,000 to $50,000 Fee-only: Comprehensive Advisory Services with a one-time setup fee ($1,000-$5,000) and annual fees ($4,000-$50,000); Financial Fitness Review fee $1,000; Consultation and paraplanning fees $250/hr to $500/hr
Main office location
Tranquil Path Financial Planning
Brooklyn Heights OH, United States
Number of offices
1
Most active in
Tranquil Path Financial Planning has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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