Fee-only adviser · Matawan, NJ
Tranquility Path Investment Advisors, LLC
Tranquility Path Investment Advisors, LLC is a fee-only investment adviser registered with the securities regulators of Louisiana, New Jersey, New York, Washington, with its main office in Matawan, New Jersey. On its latest Form ADV, filed March 31, 2026, it reports 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, New Jersey, New York, Washington |
|---|---|
| Firm CRD number | 156518 |
| Office | 100 Matawan Road Suite 180 Matawan, NJ 07747 |
| Phone | (908) 759-6322 |
| Website | www.tranquilitypath.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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