Tranquilli Financial Advisor
- Company typePrivate
- Founded-
- HeadquartersClinton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Tranquilli Financial Advisor firmographics
Firmographics- Name
- Tranquilli Financial Advisor
- Legal name
- Tranquilli Financial Advisor, LLC
- Website
- https://louistranquilli.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Tranquilli Financial Advisor industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Tranquilli Financial Advisor is headquartered
LocationHeadquarters
- HQ city
- Clinton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tranquilli Financial Advisor business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Fees: Fee-only financial advisory services where the firm charges for financial planning, investment management, and advisory services. The firm operates as a fiduciary, meaning they are legally obligated to act in clients' best interests. The fee structure is designed to align firm success with client success.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Tranquilli Financial Advisor product offering
Product offeringCore offering
Tranquilli Financial Advisor, LLC delivers fee-only, fiduciary wealth management and personalized financial planning for individuals and households. Its core services span retirement income planning, legacy and estate coordination with attorneys and CPAs, and purpose-driven planning for clients reimagining retirement, all built around diversified investment strategies with stop-loss methods and delivered through direct advisory relationships supported by an Axos Advisor Services client portal.
Product overview
Tranquilli Financial Advisor offers a unified financial advisory service centered on fiduciary, fee-only investment advisory through a 'Comfortably Professional' approach. The core offerings include three integrated planning services: Retirement Ready for those nearing retirement, Legacy Organizing for estate and document coordination, and Purpose-Driven Planning for those seeking purposeful reinvention. The firm also provides a 'Wrap-Up Roadmap' sub-product for comprehensive life planning coordination. All services are delivered through a client-first philosophy where advisors act as fiduciaries rather than salespeople, emphasizing quick response times, transparency, and personal follow-through.
Differentiator
Problem solved
Functional benefit
Products and services
- The Retirement Ready Comprehensive retirement planning service for individuals nearing retirement, helping clients convert decades of accumulated savings into a confident plan for retirement and beyond.
- Legacy Organizing Legacy planning service that coordinates with attorneys, CPAs, and family to organize documents, tie up loose ends, and create a clear handoff of assets and estate planning.
- Opening Possibilities Financial planning for individuals seeking to use their time and money with purpose, including sabbaticals, second acts, or life reinvention, with content positioned for independent women.
- Investment Advisory Services Fee-only, fiduciary investment advisory services offered through Tranquilli Financial Advisor, LLC, focused on protecting and growing client wealth through diversified strategies and stop-loss methods.
- Wrap-Up Roadmap A structured planning process that helps clients organize their financial and legal affairs, coordinating with professional advisors to ensure a clean wrap-up of life's work.
Companies that use Tranquilli Financial Advisor
Customer profileSegments3 records
Ideal customer profiles3 records
Tranquilli Financial Advisor technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Tranquilli Financial Advisor partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Morningstar InvestmentscoreMorningstar Investments collaborates with Tranquilli Financial Advisor on webinars and market outlook content. The partnership features joint webinars including '2026 Outlook with Morningstar Investments' and 'June 2025 Webinar – Louis Tranquilli and Dan Kemp, Morningstar Investments', providing investment insights and market analysis to TFA clients.
- Axos Advisor ServicescoreAxos Advisor Services provides the client portal platform used by Tranquilli Financial Advisor for client account access. Clients access their accounts through the Axos platform at app.axosadvisorservices.com, enabling account management and service delivery.
Recent moves5 records
Expansion highlights3 records
Tranquilli Financial Advisor competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Digital-first, fee-only financial planning firm targeting affluent individuals with comprehensive planning and retirement advice. Comparable to TFA in fiduciary, planning-led model and target segments, but delivered through a tech-enabled platform at lower fee points.
- Ellevest: Financial planning and investment platform specifically designed for women, addressing retirement, legacy, and purpose-driven goals. Direct overlap with TFA's 'Opening Possibilities' persona and women-focused planning services.
- Domain Money: Digital financial planning firm offering comprehensive financial plans and ongoing advisor access for a flat fee. Comparable to TFA in fiduciary comprehensive-planning approach targeting high-earning professionals, but with a tech-first delivery model.
Broad incumbents
- Personal Capital (Empower): Hybrid digital advisory and wealth management firm offering retirement planning, investment advisory, and financial planning tools to affluent individuals. Comparable to TFA in fiduciary advisory services and retirement focus, but at much larger scale with proprietary technology.
- Fisher Investments: Large fee-based investment advisory firm primarily serving high-net-worth retirees with portfolio management and retirement income strategies. Comparable in fee-aligned model and retirement focus, but operates at institutional scale with centralized investment process.
- Edelman Financial Engines: Large independent investment advisory firm combining human advisors with technology-driven financial planning, retirement income, and legacy planning. Comparable in retirement and legacy focus, but offers national scale and integrated planning technology.
- Creative Planning: Large, fee-only RIA offering comprehensive financial planning, retirement, and legacy services to individuals and families. Comparable to TFA in fiduciary model and service scope, but vastly larger in scale and national in geographic reach.
Direct peers
- XY Planning Network: Network of fee-only financial advisors specializing in comprehensive financial planning for Generation X and younger clients. Comparable to TFA in fee-only fiduciary model and planning-led approach, but serves a younger client base and operates as a support network for affiliated advisors.
- Moneta Group: Fee-only RIA providing comprehensive financial planning, retirement, estate, and legacy services to high-net-worth individuals. Comparable to TFA in fiduciary fee-only model, comprehensive service mix, and retirement/legacy planning focus, but at significantly larger scale.
- Carson Wealth: Fee-only RIA focused on holistic financial planning, retirement income, and legacy planning for individuals and families. Closely comparable to TFA in fee-only fiduciary model, retirement focus, and persona-driven service approach, but operates nationally at greater scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Tranquilli Financial Advisor social profiles
Digital presenceTranquilli Financial Advisor financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tranquilli Financial Advisor leadership team
Management profileNumber of profiles
Profiles2 records
Tranquilli Financial Advisor funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tranquilli Financial Advisor M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tranquilli Financial Advisor
What does Tranquilli Financial Advisor do?
Tranquilli Financial Advisor, LLC delivers fee-only, fiduciary wealth management and personalized financial planning for individuals and households. Its core services span retirement income planning, legacy and estate coordination with attorneys and CPAs, and purpose-driven planning for clients reimagining retirement, all built around diversified investment strategies with stop-loss methods and delivered through direct advisory relationships supported by an Axos Advisor Services client portal.
Is Tranquilli Financial Advisor a public or private company?
Tranquilli Financial Advisor is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tranquilli Financial Advisor founded?
Tranquilli Financial Advisor was founded in -1. It employs 1 to 10 people.
Where is Tranquilli Financial Advisor based?
Tranquilli Financial Advisor is headquartered in Clinton, United States, in the North America region.
How does Tranquilli Financial Advisor make money?
One revenue line is on record: financial Advisory Fees.
Who are Tranquilli Financial Advisor's main competitors?
Emerging players on record are Facet Wealth, Ellevest and Domain Money. Broad incumbents are Personal Capital (Empower), Fisher Investments, Edelman Financial Engines and Creative Planning. Direct peers are XY Planning Network, Moneta Group and Carson Wealth.
Does Tranquilli Financial Advisor have an API?
No public API is recorded for Tranquilli Financial Advisor.
What industry is Tranquilli Financial Advisor in?
Tranquilli Financial Advisor's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.