Britta Koepf
Tranquil Path Financial Planning, LLC · Independence, Ohio
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.
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Facts
| Firm | Tranquil Path Financial Planning, LLC |
|---|---|
| Based in | Independence, Ohio |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $20.5M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6658778 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Britta's firm compares
- Tranquil Path Financial Planning, LLC's average account is about $233,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Britta
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.
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
- 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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