Tranquilli Financial Advisor, LLC fees and pricing
Financial planner in Clinton, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 30, 2026, Tranquilli Financial Advisor, LLC charges $550 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $550/hr
“These fees are negotiable, but range from $1,500 to $10,000 on a fixed fee basis and/or $550 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $1,500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tranquilli Financial Advisor, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
How Tranquilli Financial Advisor, LLC’s fees compare
- Its hourly rate of $550 is above the New Jersey median of $300. 94% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the New Jersey median of $5,000. 60% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Tranquilli Financial Advisor, LLC
“Tranquilli Financial Advisor offers a variety of financial advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 221
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $199,358,227
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298056
- Phone
- (908) 730-6234
Can advise clients in 11 states: California, Florida, Kansas, Louisiana, Missouri, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Wisconsin
Other planners in Clinton that publish fees
- Investment Capital AdvisorsClinton$375/hr, $400-$3,000
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.