PlannerFees

Tranquil Path Financial Planning fees and pricing

Financial planner in Brooklyn Heights, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Tranquil Path Financial Planning charges $250⁠-⁠$500 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and an annual fee of $4,000⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“We charge financial planning firms $250/hr to $500/hr for consultation and paraplanning, depending on the type of work required and background knowledge required.”
Flat or project fee
$1,000⁠-⁠$5,000
“Our Comprehensive Advisory Services engagement fee has two components; a one time set-up fee ranging from $1,000-$5,000 that is charged at the time of entering into the engagement, and an annual fee that ranges from $4,000 to $50,000.”
Annual fee
$4,000⁠-⁠$50,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tranquil Path Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Annual Fees are calculated annually (or when warranted by a change in client circumstances) and payable in advance quarterly.”
  • “Alternatively, clients may elect to pay their fees via check, or credit card.”
  • “Clients can pay via check or credit card.”

How Tranquil Path Financial Planning’s fees compare

  • Its hourly rate of $250-$500 is above the Ohio median of $250. 83% of the 219 other Ohio planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • Its annual fee of $4,000-$50,000 spans the Ohio median of $5,000. 92% of the 79 other Ohio planners that publish an annual fee charge less.

About Tranquil Path Financial Planning

“Tranquil Path Financial Planning, LLC. (“Tranquil Path Financial Planning,” “Advisor,” “we,” “us,” “our,” etc.) is a fee-only financial planning firm that specializes in providing financial planning and investment advisory services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
20
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$20,492,471
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322455
Website
TranquilFP.com (opens in new tab)
Phone
(216) 270-6994

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.