{"url":"https://nivawealth.com/firms/goepper-burkhardt-127896","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127896","regulatoryAum":380275598,"crd":"127896","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4696493","suffix":"III","lastName":"BURKHARDT","firstName":"JOHN","middleName":"BLAND"},{"crd":"5312360","suffix":null,"lastName":"FLINK","firstName":"ROBERT","middleName":"HUNTER"},{"crd":"6655881","suffix":null,"lastName":"Goff","firstName":"Gregory","middleName":"Taylor"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":225799201,"clients":123,"employees":4,"offices":1},{"filedOn":"2022-07-19","regulatoryAum":254863692,"clients":114,"employees":4,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":240946011,"clients":128,"employees":4,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":284176526,"clients":163,"employees":4,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":325688139,"clients":179,"employees":5,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":380275598,"clients":245,"employees":5,"offices":1}],"secFileNumber":"801-62283","legalName":"Goepper 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Goepper Burkhardt offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Goepper Burkhardt charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Goepper Burkhardt have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Goepper Burkhardt invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Goepper Burkhardt?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Goepper Burkhardt get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Goepper Burkhardt?","answer":"Goepper Burkhardt’s main office is at 531 South Main Street, Suite 303, Greenville, SC 29601. Its phone number is 864-370-3244. 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