# Goepper Burkhardt LLC
Source: https://planprovider.pro/provider/goepper-burkhardt-llc

> Founded in 2003, Goepper Burkhardt LLC is a fee-only Registered Investment Adviser based in Greenville in the Upstate South Carolina region. The firm works w…

Retirement Plan Advisor

Greenville, SC

## About Goepper Burkhardt LLC

<p>Founded in 2003, Goepper Burkhardt LLC is a fee-only Registered Investment Adviser based in Greenville in the Upstate South Carolina region. The firm works with individuals and families, with a focus on pre-retirees and retirees.</p>

<p>Goepper Burkhardt provides retirement planning and wealth management built around investment planning, retirement income and spending planning, and estate and legacy planning. As a fiduciary RIA, the firm is required to put clients’ interests first, and it does not sell financial products or earn commissions.</p>

<p>For employer plans, Goepper Burkhardt offers <a href="/retirement-plans">retirement plan providers</a> services as a 3(21) fiduciary, giving investment advice to plan sponsors while the sponsor retains decision-making authority. The firm’s work is process-driven and independent, with planning that can include tax minimization and risk management.</p>

<p>Goepper Burkhardt operates from a single Greenville office and reported $0.3B in AUM (2026). One differentiator is its fee-only model paired with a team that includes CFP®, CPA, and PFS™ credentials.</p>

<ul>
<li>Fee-only, fiduciary Registered Investment Adviser (RIA)</li>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Investment planning and portfolio guidance</li>
<li>Retirement income and spending planning</li>
<li>Estate and legacy planning</li>
</ul>

Website: [https://retireto.com/](https://retireto.com/)

Founded: 2003

## Office Locations

- Greenville, SC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $325.7M

## Other Retirement Plan Advisors in SC

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [Stokes Capital Advisors, LLC](https://planprovider.pro/provider/stokes-capital-advisors-llc) - Greenwood, SC

- [Anchor Investment Management](https://planprovider.pro/provider/anchor-investment-management) - Columbia, SC

- [Novus Advisors](https://planprovider.pro/provider/novus-advisors) - Greenville, SC

- [Horizon Private Wealth](https://planprovider.pro/provider/horizon-private-wealth) - Greenville, SC

- [Colonial Trust Advisors, Inc.](https://planprovider.pro/provider/colonial-trust-advisors-inc) - Spartanburg, SC

- [LPL Financial LLC](https://planprovider.pro/provider/lpl-financial-llc) - Fort Mill, SC

- [Prudeo Partners, LLC](https://planprovider.pro/provider/prudeo-partners-llc) - West Columbia, SC

- [Retire Tru North](https://planprovider.pro/provider/retire-tru-north) - Southfield, MI

- [Ballentine Capital Advisors, Inc.](https://planprovider.pro/provider/ballentine-capital-advisors-inc) - Greenville, SC

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/goepper-burkhardt-llc)

&copy; 2026 PlanProvider.Pro