Kyle Fischer
Godsey & Gibb Wealth Management · Greenville, South Carolina
Kyle Fischer is a fee-only financial advisor at Godsey & Gibb Wealth Management in Greenville, South Carolina, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX, VA · CRD 6601181 |
| Exams passed | Series 66 (2016) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.plannedahead.com |
How Kyle'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 Kyle
Is Kyle Fischer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle 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 Kyle charge for financial advice?
Kyle's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kyle Fischer based?
Kyle Fischer is based in Greenville, South Carolina.
What credentials does Kyle Fischer hold?
Kyle Fischer holds the CFP credential.
Is Kyle Fischer registered with the SEC?
Yes. Kyle Fischer is registered as an investment adviser representative in GA, SC, TX and VA (CRD 6601181), 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 Kyle Fischer?
Through Kyle'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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