Brett Koeppel
Eudaimonia Wealth LLC · Buffalo, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $35.8M across 116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5967372 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eudwealth.com |
| Profile |
How Brett's firm compares
- Eudaimonia Wealth LLC's average account is about $308,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Eudaimonia Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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