Tranquil Path Financial Planning provides financial planning and investment advice to individuals and families. Services include tax planning, estate planning, risk management, retirement planning, cash flow management, and small business development. Tranquil Path Financial Planning uses sub-advisors for investment management and does not sell insurance or investment products.
Assets Under Management$13M
Clients18
Advisors1
Avg. per Client$720K
Avg. per Advisor$13M
Fee Structure
Tranquil Path Financial Planning uses sub-advisors for investment management. The sub-advisor's fee is included in Tranquil Path Financial Planning's comprehensive advisory services fee. Tranquil Path Financial Planning will perform initial and ongoing oversight of the selected sub-advisors.
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