Kevin Riley
Godsey & Gibb Wealth Management · Greenville, South Carolina
Kevin Riley is a fee-only financial advisor at Godsey & Gibb Wealth Management in Greenville, 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 | Greenville, 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 FL, SC, TX, VA · CRD 2169482 |
| Exams passed | Series 63 (1991) · Series 65 (2013) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.plannedahead.com |
How Kevin'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 Kevin
Is Kevin Riley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Riley based?
Kevin Riley is based in Greenville, South Carolina.
Is Kevin Riley registered with the SEC?
Yes. Kevin Riley is registered as an investment adviser representative in FL, SC, TX and VA (CRD 2169482), 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 Kevin Riley?
Through Kevin'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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