Eudaimonia Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning Services are offered at a rate of $300 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“The fee for Project-Based Financial Planning Services is a fixed fee, typically ranging between $500 and $10,000, and will be agreed upon before the start of any work.”

Monthly fee

$150⁠-⁠$500/mo

“The fee for Ongoing Financial Planning Services consists of an upfront charge, typically ranging from $500 to $5,000, and an ongoing fee that is paid monthly in advance, typically at a rate of $150 to $500 per month.”

Annual fee

$10,000/yr

“Our minimum annual fee is $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Eudaimonia Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees could be negotiable based on factors, such as the complexity of the client’s financial situation or total assets under management.”
• “Fees are prorated and paid in arrears on a monthly basis based on the account value as of the last day of the previous month.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Eudaimonia Wealth’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 11 of the 11 other planners in Buffalo that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the New York median of $4,500. 59% of the 251 other New York planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Buffalo that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the New York median of $6,250. 60% of the 80 other New York planners that publish an annual fee charge less.
• 3 of the 3 other planners in Buffalo that publish an annual fee charge less.

About Eudaimonia Wealth

• Principal: Brett Koeppel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,751,491

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305431

Website

eudwealth.com (opens in new tab)

Phone

(716) 362-1182

Other planners in Buffalo that publish fees

• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500⁠-⁠$3,000
• Clarity AdvisorsBuffalo$150/hr, $3,000
• Delaware Avenue Advisors Inc.Buffalo$90⁠-⁠$150/hr, $500⁠-⁠$2,500
• Ewm AdvisoryBuffalo$250/hr, $2,400
• Fahey FinancialBuffalo$150⁠-⁠$250/hr

Compare all 18 planners in Buffalo