Firm
Eudaimonia Asset Management
Winchester, Tennessee
Fee-only
Eudaimonia Asset Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 678 individual clients, 111 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 985 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Winchester, Tennessee |
|---|---|
| Phone | (931) 968-1127 |
Eudaimonia Asset Management fees
Eudaimonia Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Assets managed | $247 million |
|---|---|
| Individual clients | 567 |
| High-net-worth clients | 111 |
| Accounts managed | 985 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-114588) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 299379 |