Goepper Burkhardt provides financial planning, portfolio management for individuals and small businesses, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Goepper Burkhardt reports 245 clients. They include 141 high-net-worth individuals, 102 individual clients and 2 charitable organizations. Of its assets, 99.9% ($380M across 822 accounts) are managed with discretion; $206K across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 11% |
| High-net-worth individuals | 58% | 88% |
| Charitable organizations | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $42.4M | 11.2% | $416K |
| High-net-worth individuals | 141 | $333M | 87.7% | $2.37M |
| Charitable organizations | Fewer than 5 | $4.35M | 1.1% | $2.17M |
| Total | 245 | $380M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $42.4M
- AUM share
- 11.2%
- Avg. per client
- $416K
- Clients
- 141
- Regulatory AUM
- $333M
- AUM share
- 87.7%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.35M
- AUM share
- 1.1%
- Avg. per client
- $2.17M
Total
- Clients
- 245
- Regulatory AUM
- $380M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Goepper Burkhardt charges 0.25%–0.95% a year for its Retirement Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and has a $9,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.95% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.75% |
| $3M–$4M | 0.65% |
| $4M–$5M | 0.55% |
| $5M–$6M | 0.45% |
| $6M–$7M | 0.35% |
| $7M and above | 0.25% |
Fee details and sources
John Burkhardt owns 50% to 75% of Goepper Burkhardt. The leadership team of Goepper Burkhardt includes Chief Compliance Officer John Burkhardt. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- Owns 50% to 75% of Goepper Burkhardt LLC
John Burkhardt
Control person · since January 2003
- Owns 50% to 75% of Goepper Burkhardt LLC
Robert Flink
Control person · since January 2024
Goepper Burkhardt’s regulatory assets grew 1.7× from $226M (March 2021) to $380M (March 2026); clients rose from 123 to 245 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $380M | 245 | 5 | 1 |
| Jun 2025June 2025 | $326M | 179 | 5 | 1 |
| Mar 2024March 2024 | $284M | 163 | 4 | 1 |
| Mar 2023March 2023 | $241M | 128 | 4 | 1 |
| Jul 2022July 2022 | $255M | 114 | 4 | 1 |
| Mar 2021March 2021 | $226M | 123 | 4 | 1 |
Besides its headquarters, Goepper Burkhardt has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 531 South Main Street, Suite 303, GreenvilleHQ
Other business names
Goepper Burkhardt has reported 3 other business names to the SEC.
- Goepper Burkhardt LLC
- Goepper Burkhardt Private Wealth Management
- Goepper Burkhardt Retirement Wealth Management
Contact and registration details
- Legal name
- Goepper Burkhardt LLC
- Headquarters
- 531 South Main Street, Suite 303, Greenville, SC 29601
- Website
- retireto.com
- Phone
- 864-370-3244
- SEC file
- 801-62283
- Founded
- 2003
- Structure
- South Carolina LLC
- Fiscal year end
- December
Goepper Burkhardt does not have custody of client assets.
At year end, Goepper Burkhardt’s separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $333M across 99 positions; the largest are Schwab Strategic TR (14.4%), Schwab Strategic TR (10.1%) and Vanguard Specialized Funds (8.1%).
What the accounts hold
- Stocks87%
- Non-exchange-traded equities71%
- Exchange-traded equities16%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
How many clients does Goepper Burkhardt have?
Goepper Burkhardt has 245 clients and manages $380 million for them, as of March 2026. They include 141 high-net-worth individuals, 102 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Goepper Burkhardt offer?
Goepper Burkhardt provides financial planning, portfolio management for individuals and small businesses, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Goepper Burkhardt charge?
Goepper Burkhardt charges 0.25%–0.95% a year for its Retirement Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and has a $9,000 annual minimum.
Source: GOEPPER BURKHARDT DECEMBER 31, 2025 ADV BROCHURE, filed 23 March 2026
How many financial advisors does Goepper Burkhardt have?
Goepper Burkhardt has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Goepper Burkhardt invest in?
At the end of its last fiscal year, Goepper Burkhardt’s separately managed accounts held 71% non-exchange-traded equities, 16% exchange-traded equities, 8% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Goepper Burkhardt?
Goepper Burkhardt’s direct owners are John Burkhardt (50% to 75%) and Robert Flink (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Goepper Burkhardt get paid?
Goepper Burkhardt is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Goepper Burkhardt?
Goepper Burkhardt’s main office is at 531 South Main Street, Suite 303, Greenville, SC 29601. Its phone number is 864-370-3244. Its website is retireto.com.