Cole Shugart
Godsey & Gibb Wealth Management · Richmond, Virginia
Cole Shugart is a fee-only financial advisor at Godsey & Gibb Wealth Management in Richmond, Virginia. Godsey & Gibb Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Godsey & Gibb Wealth Management |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.56B across 1,876 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7971615 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.plannedahead.com |
How Cole's firm compares
- Godsey & Gibb Wealth Management's average account is about $832,000, from its Form ADV (assets managed divided by 1,876 accounts).
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Questions about Cole
Is Cole Shugart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Godsey & Gibb Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Cole Shugart based?
Cole Shugart is based in Richmond, Virginia.
Is Cole Shugart registered with the SEC?
Yes. Cole Shugart is registered as an investment adviser representative in VA (CRD 7971615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Godsey & Gibb Wealth Management manage?
Godsey & Gibb Wealth Management reports $1.56B across 1,876 accounts in assets under management.
How do I contact Cole Shugart?
Through Cole's website, www.plannedahead.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
- 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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