Firm
Eudaimonia Wealth LLC
Buffalo, New York
Fee-only
Eudaimonia Wealth LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients, 10 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 116 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Buffalo, New York |
|---|---|
| Website | eudwealth.com |
| [email protected] | |
| Phone | (716) 362-1182 |
Eudaimonia Wealth LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1.2% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"Our fees range from 0.50% to 1.20% of assets under management" source
"Our fees range from 0.50% to 1.20% of assets under management" source
"Minimum investment $1 million of savings and investments (excluding real estate)" source
"Our fees range from 0.50% to 1.20% of assets under management" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 29 |
| High-net-worth clients | 10 |
| Accounts managed | 116 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132075) |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 305431 |