# Britta Koepf

> Britta Koepf is a fee-only financial advisor at Tranquil Path Financial Planning, LLC in Independence, Ohio, who holds the CFP credential. Tranquil Path Financial Planning, LLC reports charging fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tranquil Path Financial Planning, LLC
- **Based in:** Independence, Ohio
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $20.5M across 88 accounts
- **Credentials:** CFP
- **CRD:** 6658778 (https://adviserinfo.sec.gov/individual/summary/6658778)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Britta Koepf a fee-only financial advisor?

Yes. Britta Koepf 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 Britta's firm.

### How does Britta charge for financial advice?

Britta's firm, Tranquil Path Financial Planning, LLC, reports charging fixed fees on its SEC Form ADV.

### Where is Britta Koepf based?

Britta Koepf is based in Independence, Ohio.

### What credentials does Britta Koepf hold?

Britta Koepf holds the CFP credential.

### Is Britta Koepf registered with the SEC?

Yes. Britta Koepf is registered as an investment adviser representative in OH (CRD 6658778), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tranquil Path Financial Planning, LLC manage?

Tranquil Path Financial Planning, LLC reports $20.5M across 88 accounts in assets under management.

### How do I contact Britta Koepf?

Contact details aren't on file yet. Search for Tranquil Path Financial Planning, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/britta-koepf-10012): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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