Megan Kopka is a registered investment advisor at Kopka Financial, LLC, based in Wilmington, NC, with 18 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Special Needs Planning, and 1 more. Their firm serves 43 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
For accounts less than $100,000, a flat fee of $1,500 is charged, capped at 2.00%. Fees are negotiable depending on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Contact
Megan Kopka
Location
Wilmington, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Megan is a public speaker on financial planning.
Employment History
Current Registrations
Kopka Financial, LLC
Previous Registrations
Apprise Wealth Management LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
In addition to her work, Megan cherishes time with her two grown children: Bruce, a second mate in the maritime industry, and Jaden, currently pursuing a career as a commercial pilot. Megan co-founded the Cape Fear Community of the Modern Widows Club (MWC) in May 2020 and served as a community advocate through 2023. Now, she serves the organization as Board Chair of the Modern Widow’s Club, The Movement for Widow Care, where she furthers the mission of empowering widows across the nation through advocacy, education, and mentorship.