Ephraim Ulmer
Godsey & Gibb Wealth Management · Columbia, South Carolina
Ephraim Ulmer is a fee-only financial advisor at Godsey & Gibb Wealth Management in Columbia, South Carolina. 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 | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.56B across 1,876 accounts |
| SEC registration | Investment adviser representative in GA, MO, NC, VA · CRD 822497 |
| Exams passed | Series 65 (1991) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.plannedahead.com |
How Ephraim'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 Ephraim
Is Ephraim Ulmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ephraim 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 Ephraim charge for financial advice?
Ephraim's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ephraim Ulmer based?
Ephraim Ulmer is based in Columbia, South Carolina.
Is Ephraim Ulmer registered with the SEC?
Yes. Ephraim Ulmer is registered as an investment adviser representative in GA, MO, NC and VA (CRD 822497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Ephraim Ulmer?
Through Ephraim'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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