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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2022
- Office Locations
- 1
Office Locations
About Tranquil Path Financial Planning
Tranquil Path Financial Planning is a fee-only, fiduciary practice providing holistic financial planning and ongoing investment management, with a specialty in special needs planning for individuals with disabilities or chronic illness and their families. Work often coordinates trusts, government benefits, and tax-focused decisions. Led by Britta A. Koepf, CFP®, ChSNC®, with clear fixed-fee pricing; custody includes Schwab and Fidelity.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRITTA ANNE KOEPF
Chief Compliance Officer, Financial Planner, Managing Member, Owner
- CRD
- #6658778
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,492,471 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,492,471 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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