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
3400 N. Mccoll Road, Suite 32, Mcallen, TX 78501
http://www.tranquilityfp.com/
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 Martin, financial advisor Mcallen TX
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, financial advisor Mcallen TX
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.

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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