Goepper Burkhardt LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$375,925,942
Clients
243
Advisors
3
of 5 employees
About
Goepper Burkhardt LLC is a fee‑only, SEC‑registered investment adviser that provides retirement wealth management — combining portfolio management, retirement planning, and tax planning — primarily for retirees and pre‑retirees, as well as individuals, families, foundations, retirement plans, trusts, and estates. The firm manages roughly $380 million in client assets across about 243 clients and is supported by a three‑advisor team.
The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, implemented through diversified multi‑asset portfolios using active or passive securities and low‑cost funds, with documented investment policy statements and periodic, tax‑efficient rebalancing. Goepper Burkhardt integrates retirement and tax planning with ongoing portfolio management to tailor solutions to clients’ time horizons, risk tolerances, cash‑flow needs, and any client‑imposed investment restrictions.
Distinctive aspects include the relatively large asset base managed by a small advisory team and a focused offering for intergenerational wealth transfer, where limited‑scope engagements for family members are sometimes provided at reduced or no fee. The firm also handles low‑cost‑basis annuity transfers via 1035 exchanges to Nationwide when appropriate, relies on custodial and rebalancing tools from Schwab and Orion, and is in the early stages of evaluating artificial intelligence for administrative workflows; its advisors hold multiple advanced professional credentials and participate in a university continuing‑education program.
Client services
Expertise
Demographic focus
Fee options
Annuity management fees charged as flat fee corresponding to the lowest tier of fee schedule.
$0 - $1,000,000: 0.95% annually or $750 per month minimum fee $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $3,000,000: 0.75% annually $3,000,000 - $4,000,000: 0.65% annually $4,000,000 - $5,000,000: 0.55% annually $5,000,000 - $6,000,000: 0.45% annually $6,000,000 - $7,000,000: 0.35% annually $7,000,000+: 0.25% annually
May charge hourly fees for counseling clients without substantially all assets under management at GB.
Account minimum: $1,000,000 Minimum fee: $750 per month for portfolios less than $1,000,000 Fee-only: Firm operates as a fee-only fiduciary; does not receive commissions or referral fees.
Main office
531 South Main Street, Suite 303
Greenville SC 29601
Advisors at this office
3
Most active in
Florida · Georgia · North Carolina · South Carolina · Tennessee · Virginia
Also doing business as
Gbm Wealth Counsel · Goepper Burkhardt + Mcgrew · Goepper Burkhardt + Mcgrew LLC · Goepper Burkhardt + Mcgrew, LLC · Goepper Burkhardt LLC · Goepper Burkhardt Private Wealth Management · Goepper Burkhardt Retirement Wealth Management · Goepper/Burkhardt, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John B
CFP®
Greenville, SC
Goepper Burkhardt LLC
John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.
Robert F
CFP®, Series 65, Series 66
Greenville, SC
Goepper Burkhardt LLC
Robert Flink is a CFP® professional with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior experience includes roles at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, Highland Capital Management, Stadion Money Management, Merrill, and Citigroup Global Markets. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser focused on retirement wealth management for retirees, pre-retirees, and various client types including families, foundations, trusts, and estates. The firm manages approximately $380 million in assets with a tailored investment approach centered on strategic asset allocation, fundamental analysis, and tax-efficient portfolio rebalancing.
Gregory G
CFP®, CFA®, Series 63, Series 66
Greenville, SC
Goepper Burkhardt LLC
Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.
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