# Godsey & Gibb Wealth Management

> Godsey & Gibb Wealth Management is an SEC-registered investment advisory firm in Richmond, VA, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 105650
- Filed as: GODSEY & GIBB WEALTH MANAGEMENT
- Legal name: Godsey & Gibb Inc
- Also doing business as: PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105650
- AdvisorCensus page: https://advisorcensus.com/firm/godsey-and-gibb-wealth-management-richmond-va-105650

## Quick answers

**How is Godsey & Gibb Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Godsey & Gibb Wealth Management reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Godsey & Gibb Wealth Management charge?**
Its Form ADV Part 2A brochure dated May 5, 2026 states: Subscription: $300 to $850 a month (Wealth Accumulation Model); Subscription: $375 to $1,500 a quarter (Wealth Preservation & Distribution Model). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Godsey & Gibb Wealth Management located?**
Godsey & Gibb Wealth Management's principal office is in Richmond, VA, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Godsey & Gibb Wealth Management registered with the SEC or a state?**
Godsey & Gibb Wealth Management is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105650.

**How much does Godsey & Gibb Wealth Management manage?**
Godsey & Gibb Wealth Management reports $1,560,594,356 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (99% discretionary).

**How have Godsey & Gibb Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Godsey & Gibb Wealth Management: Regulatory assets under management: $1,073,379,597 in the October 2021 data and $1,560,594,356 in the October 2026 data, up 45%. Total employees: 22 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Godsey & Gibb Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (440); individuals (other than high net worth individuals) (307); pension and profit sharing plans (but not the plan participants or government pension plans) (38).

**Which custodians does Godsey & Gibb Wealth Management use?**
Godsey & Gibb Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Godsey & Gibb Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105650

**Does Godsey & Gibb Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated May 5, 2026 says: "To open an account, GGWM requires a minimum account of $500,000, which may be negotiated or waived by GGWM in its sole discretion."

**What changed in Godsey & Gibb Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Changed its office addresses in Ponte Vedra Beach, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> To open an account, GGWM requires a minimum account of $500,000, which may be negotiated or waived by GGWM in its sole discretion.

- Subscription: $300 to $850 a month (Wealth Accumulation Model)

> Under the Wealth Accumulation Model, GGWM charges an ongoing fixed annual fee typically ranging from $300 to $850 per month ($3,600 to $10,000 annually).

- Subscription: $375 to $1,500 a quarter (Wealth Preservation & Distribution Model)

> Under the Wealth Preservation & Distribution Model, GGWM charges an ongoing fixed annual fee typically ranging from $375 to $1,500 per quarter ($1,500 to $6,000 annually).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,560,594,356
- Discretionary: $1,550,604,194
- Non-discretionary: $9,990,162

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $171,934,245 |
| High net worth individuals | 440 | $1,188,482,510 |
| Banking or thrift institutions | 23 | $40,436,739 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 38 | $36,943,524 |
| Charitable organizations | 9 | $23,358,741 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 14 | $99,438,597 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1985 (41 years)
- Employees: 23 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chandler, AZ
- Greenville, SC
- Ponte Vedra Beach, FL

### Websites listed on Form ADV (Item 1.I)
- godseyandgibb.com
- plannedahead.com
- Facebook @godseyandgibb
- Facebook @plannedahead
- Instagram @plannedahead
- LinkedIn @godseyandgibb-wealth-management
- LinkedIn @planned-ahead
- YouTube @Planned_Ahead
- YouTube @godseygibb

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,073,379,597 | 22 | March 31, 2021 |
| October 2022 | $1,204,730,380 | 24 | July 20, 2022 |
| October 2023 | $1,164,118,972 | 25 | July 19, 2023 |
| October 2024 | $1,253,775,111 | 25 | March 25, 2024 |
| October 2025 | $1,396,829,464 | 24 | July 22, 2025 |
| October 2026 | $1,560,594,356 | 23 | May 5, 2026 |

Regulatory assets under management: $1,073,379,597 in the October 2021 data and $1,560,594,356 in the October 2026 data, up 45%.
Total employees: 22 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Changed its office addresses in Ponte Vedra Beach, FL.

### April 2026
- Employees performing advisory functions went from 11 to 13.
- Regulatory assets under management went from $1,396,829,464 to $1,560,594,356 (+12%).
- Added an office in Chandler, AZ.

### March 2026
- Registered or notice-filed in WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Godsey & Gibb Wealth Management (CRD 105650): Form ADV filing data as of October 2026.