Tranquilli Financial Advisor, LLC

Tranquilli Financial Advisor serves individuals (including both high‑net‑worth and non‑HNW clients) as well as trusts, estates, retirement plans and business entities, providing financial planning, consulting, and discretionary investment management. As of December 31, 2025 the firm reported approximately $199.4 million in assets under management across 221 client relationships under written advisory agreements.

The firm tailors portfolios by assessing risk tolerance, time horizon, liquidity constraints and goals, and commonly allocates client assets to third‑party Independent Managers that the firm selects or recommends; where applicable clients sign separate agreements with those managers and the firm performs ongoing due diligence and monitoring. Tranquilli also advises on non‑custodied products, may recommend limited use of margin for non‑investment liquidity needs, and acts as a fiduciary when providing advice to retirement accounts.

Distinctive for a two‑advisor firm, Tranquilli supports a relatively large client roster (221 clients), resulting in a higher client load per advisor than is typical among peers. The firm’s operational relationships — including custody and software support from Axos and the presence of a supervised person who is a licensed insurance producer offering products on a disclosed basis — are additional structural features that differentiate its service and conflict‑management profile.