Be advised. This firm is no longer registered.

Tranquility Financial Planning

Tranquility Financial Planning (CRD# 281032) is a financial advisory firm headquartered in Mcallen, TX. They manage $8,315,268 in 175 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3400 N. Mccoll Road, Suite 16, Mcallen, TX 78501
http://www.tranquilityfp.com/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $47,516
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Tranquility Financial Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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