Tranquilli Financial Advisor, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$198,396,987
Clients
221
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
$1,500 to $10,000 fixed fee for financial planning and consulting services
$0 - $1,250,000: 1.00% $1,250,001 - $3,000,000: 0.95% Greater than $3,000,000+: 0.90%
$550 per hour
Main office
35 Leigh Street
Clinton NJ 08809
Advisors at this office
2
Most active in
California · Florida · Kansas · Louisiana · Missouri · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Wisconsin
Also doing business as
Mytfa, LLC · Tranquilli Financial Advisor, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
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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.
Quick links
Advisors at this firm
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.
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.
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