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).
Current Firm Details
Tranquility Financial Planning
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts85ACCOUNTS
-
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

Registered Investment Advisor
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
1
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) 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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