Brendan Koors
Athyra Financial Partners · Cincinnati, Ohio
Brendan Koors is a fee-only financial advisor at Athyra Financial Partners in Cincinnati, Ohio. Brendan charges a percentage of assets and an ongoing planning fee (1.5% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Athyra Financial Partners |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $8M across 21 accounts |
| SEC registration | Investment adviser representative in MI, OH · CRD 8222313 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | athyrafinancial.com |
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Questions about Brendan
Is Brendan Koors a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Athyra Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brendan charge for financial advice?
Brendan charges a percentage of assets and an ongoing planning fee.
How much does Brendan charge?
According to Athyra Financial Partners's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Brendan Koors based?
Brendan Koors is based in Cincinnati, Ohio.
What does Brendan specialize in?
Brendan's specialties include retirement planning, estate & legacy planning and tax planning. Brendan works with retirees, pre-retirees, early-career professionals and mid-life transitions.
Is Brendan Koors registered with the SEC?
Yes. Brendan Koors is registered as an investment adviser representative in MI and OH (CRD 8222313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Athyra Financial Partners manage?
Athyra Financial Partners reports $8M across 21 accounts in assets under management.
How do I contact Brendan Koors?
Through Brendan's website, athyrafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Athyra Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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