# Brett Koeppel

> Brett Koeppel is a fee-only financial advisor at Eudaimonia Wealth LLC in Buffalo, New York, who holds the CFP credential. Brett charges a percentage of assets (0.5%–1.2% a year of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brett-koeppel/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Eudaimonia Wealth LLC
- **Based in:** Buffalo, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1.2% a year of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.8M across 116 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5967372 (https://adviserinfo.sec.gov/individual/summary/5967372)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2011), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://eudwealth.com

## Frequently asked questions

### Is Brett Koeppel a fee-only financial advisor?

Yes. Brett Koeppel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brett's firm.

### How does Brett charge for financial advice?

Brett charges a percentage of assets.

### How much does Brett charge?

According to Eudaimonia Wealth LLC's website, checked October 28, 2026: 0.5%–1.2% a year of assets managed; a $1,000,000 asset minimum.

### Where is Brett Koeppel based?

Brett Koeppel is based in Buffalo, New York.

### What does Brett specialize in?

Brett's specialties include retirement planning, tax planning and estate & legacy planning. Brett works with retirees and pre-retirees.

### What credentials does Brett Koeppel hold?

Brett Koeppel holds the CFP credential.

### Is Brett Koeppel registered with the SEC?

Yes. Brett Koeppel is registered as an investment adviser representative in NY (CRD 5967372), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Eudaimonia Wealth LLC manage?

Eudaimonia Wealth LLC reports $35.8M across 116 accounts in assets under management.

### How do I contact Brett Koeppel?

Through Brett's website, eudwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brett-koeppel-10923): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://eudwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.