Megan Kopka
Kopka Financial, LLC · Wilmington, North Carolina
Megan Kopka is a fee-only financial advisor at Kopka Financial, LLC in Wilmington, North Carolina, who holds the CFP and RLP credentials. Megan focuses on estate & legacy planning and tax planning. Kopka Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Kopka Financial, LLC |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $21.4M across 90 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in NC · CRD 5380442 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kopkafinancial.com |
| Profile |
How Megan's firm compares
- Kopka Financial, LLC's average account is about $237,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Megan
Is Megan Kopka a fee-only financial advisor?
Yes. Megan Kopka is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Megan's firm.
How does Megan charge for financial advice?
Megan's firm, Kopka Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Megan Kopka based?
Megan Kopka is based in Wilmington, North Carolina.
What does Megan specialize in?
Megan's specialties include estate & legacy planning and tax planning. Megan works with mid-life transitions.
What credentials does Megan Kopka hold?
Megan Kopka holds the CFP and RLP credentials.
Is Megan Kopka registered with the SEC?
Yes. Megan Kopka is registered as an investment adviser representative in NC (CRD 5380442), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kopka Financial, LLC manage?
Kopka Financial, LLC reports $21.4M across 90 accounts in assets under management.
How do I contact Megan Kopka?
Through Megan's website, kopkafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kopka Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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