Tranquility Financial Planning

Tranquility Financial Planning (CRD# 281032) is a financial advisory firm headquartered in Mcallen, TX. They manage $4,968,303 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $58,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Tranquility Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Terrance K. Martin
CRD#: 6553387
Mcallen, TX
94
Wealthminder
score

Terrance Martin (CRD# 6553387) is an Investment Advisor Representative working at Tranquility Financial Planning in Mcallen, TX and has over 2 years of experience in the finance industry.

2
Sergio Garcia
CRD#: 6737683
3700 W. Dove Ste. 100, Mcallen, TX 78504
88
Wealthminder
score

Sergio Garcia (CRD# 6737683) is an Investment Advisor Representative working at Tranquility Financial Planning in Mcallen, TX and has 1 year of experience in the finance industry.

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