Gregory Goff
Goepper Burkhardt · Greenville, South Carolina
Gregory Goff is a fee-only financial advisor at Goepper Burkhardt in Greenville, South Carolina, who holds the CFP and CFA credentials. Gregory focuses on retirement planning, estate & legacy planning and tax planning. Goepper Burkhardt reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Goepper Burkhardt |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $380.3M across 824 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, NC, SC, VA · CRD 6655881 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goepperburkhardt.com |
| Profile |
How Gregory's firm compares
- Goepper Burkhardt's average account is about $461,000, from its Form ADV (assets managed divided by 824 accounts).
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Questions about Gregory
Is Gregory Goff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Goepper Burkhardt reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Goepper Burkhardt, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Goff based?
Gregory Goff is based in Greenville, South Carolina.
What does Gregory specialize in?
Gregory's specialties include retirement planning, estate & legacy planning and tax planning. Gregory works with retirees and pre-retirees.
What credentials does Gregory Goff hold?
Gregory Goff holds the CFP and CFA credentials.
Is Gregory Goff registered with the SEC?
Yes. Gregory Goff is registered as an investment adviser representative in GA, NC, SC and VA (CRD 6655881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goepper Burkhardt manage?
Goepper Burkhardt reports $380.3M across 824 accounts in assets under management.
How do I contact Gregory Goff?
Through Gregory's website, www.goepperburkhardt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Goepper Burkhardt website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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