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GODSEY & GIBB WEALTH MANAGEMENT

6806 Paragon Pl, Ste 230
Richmond, Virginia 23230
Tel: 804-285-7333

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About GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB WEALTH MANAGEMENT, formally registered with the SEC as GODSEY & GIBB WEALTH MANAGEMENT. The firm was established in 03/05/1985. They have over 2 offices throughout the country.

GODSEY & GIBB WEALTH MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $1,164,118,972 assets under management, offering retirement planning & investment advisory services to 1705 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105650
SEC#801-23685
Assets Managed by Firm$1,164,118,972
No. of Clients1705
No. of Advisors25

Fee Structure

  • A Percentage of AUM
  • Other(FINANCIAL PLANNING FEES, TAX PREPARATION FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1705$1,164,118,972
Individuals (other than high net worth individuals)281$94,529,205
High net worth individuals424$945,416,189
Pension and profit sharing plans31$23,835,852
Charitable organizations13$21,368,763
Corporations or other businesses13$51,872,985

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