Goepper Burkhardt LLC

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Client assets under management

$375,925,942

Clients

243

58% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,547,020

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

Financial planning Portfolio management

Expertise

General retirement planning General tax planning

Demographic focus

Approaching retirement Retired

Fee options

Fixed

Annuity management fees charged as flat fee corresponding to the lowest tier of fee schedule.

Percentage

$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

Project-based

May charge hourly fees for counseling clients without substantially all assets under management at GB.

Other

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 location

Goepper Burkhardt LLC

531 South Main Street, Suite 303

Greenville SC 29601, United States

Number of offices

Most active in

Florida · Georgia · North Carolina · South Carolina · Tennessee · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 864-370-3244

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.

General retirement planning General tax planning Approaching retirement Retired

Robert F

CFP®, Series 65, Series 66

Greenville, SC

Goepper Burkhardt LLC

Robert Flink is a Certified Financial Planner® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2020 and previously worked at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group LLC, and Highland Capital Management. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates, offering retirement wealth management that integrates portfolio management with retirement planning, tax planning, and intergenerational wealth transfer. The firm emphasizes strategic asset allocation and broad diversification using a mix of active and passive securities, managing approximately $325 million with a focus on higher-net-worth clients.

General retirement planning General tax planning Approaching retirement Retired

Gregory G

CFP®, CFA®, Series 63, Series 66

Greenville, SC

Goepper Burkhardt LLC

Gregory Goff is a CFP® and CFA® with eight years of industry experience. He is currently an advisor at Goepper Burkhardt LLC in Greenville, SC, having previously worked at firms including Fiduciary Organization, LLC, Sound Wealth Management LLC, and Prudential Financial Planning Services. Goepper Burkhardt LLC serves retirement-minded individuals, families, foundations, trusts, and estates, combining portfolio management with retirement, tax, and intergenerational wealth planning. The firm emphasizes strategic asset allocation, broad diversification, and customized portfolios managed on both discretionary and non-discretionary bases.

General retirement planning General tax planning Approaching retirement Retired

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