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Advisor

Emil Pichardo

Godsey & Gibb Wealth Management · Richmond, Virginia

Emil Pichardo is a fee-only financial advisor at Godsey & Gibb Wealth Management in Richmond, Virginia, who holds the CFP credential. Godsey & Gibb Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFP

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Facts

FirmGodsey & 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
CredentialsCFP
SEC registration Investment adviser representative in AZ, FL, SC, VA · CRD 2243727
Exams passedSeries 63 (1992) · Series 66 (2006)
Firm size23 employees
Disclosures None reported
Websitewww.plannedahead.com

How Emil'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).

What fee-only advisors charge in Virginia

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Questions about Emil

Is Emil Pichardo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emil 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 Emil charge for financial advice?

Emil's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Emil Pichardo based?

Emil Pichardo is based in Richmond, Virginia.

What credentials does Emil Pichardo hold?

Emil Pichardo holds the CFP credential.

Is Emil Pichardo registered with the SEC?

Yes. Emil Pichardo is registered as an investment adviser representative in AZ, FL, SC and VA (CRD 2243727), 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 Emil Pichardo?

Through Emil'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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