Robert Flink
Goepper Burkhardt · Greenville, South Carolina
Robert Flink is a fee-only financial advisor at Goepper Burkhardt in Greenville, South Carolina, who holds the CFP credential. Robert 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 5312360 |
| Exams passed | Series 65 (2014) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goepperburkhardt.com |
| Profile |
How Robert'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 Robert
Is Robert Flink a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Goepper Burkhardt, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Flink based?
Robert Flink is based in Greenville, South Carolina.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and tax planning. Robert works with retirees and pre-retirees.
What credentials does Robert Flink hold?
Robert Flink holds the CFP credential.
Is Robert Flink registered with the SEC?
Yes. Robert Flink is registered as an investment adviser representative in GA, NC, SC and VA (CRD 5312360), 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 Robert Flink?
Through Robert'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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