RIA Intel›Advisers›Ohio›TRANQUIL PATH FINANCIAL PLANNING, LLC

TRANQUIL PATH FINANCIAL PLANNING, LLC

Advisory

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$233K

across 88 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$20M

Discretionary %

100%

Clients

20

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

QCFO, LLC

$21M

F2 WEALTH LLC

CINCINNATI, OH

$20M

KITH & KIN WEALTH LLC

$20M

GEORGE FINANCIAL SERVICES LLC

CANTON, OH

$20M

VALHALLA INVESTMENT ADVISORY, INC.

CINCINNATI, OH

$20M

RISKNEUTRAL, LLC

MASON, OH

$20M

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