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Tranquilli Financial Advisor, LLC

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Client assets under management

$198,396,987

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Clients

221

36% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

111

Very High

Average account size

$897,724

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy Business exit / sale strategy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

$1,500 to $10,000 fixed fee for financial planning and consulting services

Percentage

$0 - $1,250,000: 1.00% $1,250,001 - $3,000,000: 0.95% Greater than $3,000,000+: 0.90%

Project-based

$550 per hour

Main office location

Tranquilli Financial Advisor, LLC

35 Leigh Street

Clinton NJ 08809, United States

Number of offices

3

Most active in

More info

California · Florida · Kansas · Louisiana · Missouri · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Wisconsin

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (908) 730-6234

Advisors at this firm

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user avatar

Jenner P

Series 66

Clinton, NJ

Tranquilli Financial Advisor, LLC

Jenner Preston is a financial advisor at Tranquilli Financial Advisor, LLC in Clinton, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Preferred Capital Securities and Badger Creek Advisors LLC. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $199.4 million in assets across 221 client relationships and utilizes third-party Independent Managers for portfolio allocations, conducting ongoing due diligence and monitoring.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Retired
user avatar

Louis T

Series 63, Series 65

Clinton, NJ

Tranquilli Financial Advisor, LLC

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Retired
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