Brian Kopp
Canopy Wealth Management · Middleton, Wisconsin
Brian Kopp is a fee-only financial advisor at Canopy Wealth Management in Middleton, Wisconsin. Brian charges a percentage of assets (1.2% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on equity compensation, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- Executives
- Physicians
- High earners
- Founders
- Multi-generational families
Facts
| Firm | Canopy Wealth Management |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · A $250,000 asset minimum |
| Assets under management | $1.15B across 2,608 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 5056514 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canopy-wealth.com |
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Questions about Brian
Is Brian Kopp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Canopy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Canopy Wealth Management's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Brian Kopp based?
Brian Kopp is based in Middleton, Wisconsin.
What does Brian specialize in?
Brian's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning and small business owners. Brian works with tech employees, executives, physicians, high earners and founders.
Is Brian Kopp registered with the SEC?
Yes. Brian Kopp is registered as an investment adviser representative in TX and WI (CRD 5056514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canopy Wealth Management manage?
Canopy Wealth Management reports $1.15B across 2,608 accounts in assets under management.
How do I contact Brian Kopp?
Through Brian's website, www.canopy-wealth.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
- Canopy Wealth Management 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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