John Burkhardt
Goepper Burkhardt · Greenville, South Carolina
John Burkhardt is a fee-only financial advisor at Goepper Burkhardt in Greenville, South Carolina, who holds the CFP credential. John 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 |
| SEC registration | Investment adviser representative in GA, NC, SC, VA · CRD 4696493 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goepperburkhardt.com |
How John'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 John
Is John Burkhardt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Goepper Burkhardt, reports charging a percentage of assets on its SEC Form ADV.
Where is John Burkhardt based?
John Burkhardt is based in Greenville, South Carolina.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and tax planning. John works with retirees and pre-retirees.
What credentials does John Burkhardt hold?
John Burkhardt holds the CFP credential.
Is John Burkhardt registered with the SEC?
Yes. John Burkhardt is registered as an investment adviser representative in GA, NC, SC and VA (CRD 4696493), 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 John Burkhardt?
Through John'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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