Britta Koepf
Britta Koepf is a CFP-designated registered investment advisor at Tranquil Path Financial Planning, based in Brooklyn Heights, OH, with 9 years of industry experience. Britta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Special Needs Planning, and 1 more. Their firm serves 18 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tranquil Path Financial Planning uses sub-advisors for investment management. The sub-advisor's fee is included in Tranquil Path Financial Planning's comprehensive advisory services fee. Tranquil Path Financial Planning will perform initial and ongoing oversight of the selected sub-advisors.
Location
Brooklyn Heights, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tranquil Path Financial Planning
Previous Registrations
Northavenue LLC
Practical Financial Planning, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
When Britta decided to work in personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity.