Tranquil Path Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 322455
- Website
- www.tranquilfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI64.49%
- Individuals35.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tranquil Path Financial Planning is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through a fixed-fee model and describes its role as a capital allocator. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not present itself as an active ESG investor and appears to operate within a single-state footprint based on available disclosures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- US Government Bonds19%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Britta Koepf
Owner / Financial PlannerCRD 6658778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Palmetto Financial Planners LLC
RIAStanford Pacific Fund Management, LLC
RIABoulder Canyon Financial
RIACurran Financial Partners, LLC
RIADripping Springs, TX
Bogle Wealth Management, LLC
RIAYarmouth Port, MA
Echelon Private Wealth LLC
RIAScottsdale, AZ