Marc Verdi
Godsey & Gibb Wealth Management · Richmond, Virginia
Marc Verdi is a fee-only financial advisor at Godsey & Gibb Wealth Management in Richmond, Virginia, who holds the CFP and PFS credentials. 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 |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in SC, VA · CRD 5485381 |
| Exams passed | Series 66 (2009) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.plannedahead.com |
How Marc'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 Marc
Is Marc Verdi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc 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 Marc charge for financial advice?
Marc's firm, Godsey & Gibb Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Marc Verdi based?
Marc Verdi is based in Richmond, Virginia.
What credentials does Marc Verdi hold?
Marc Verdi holds the CFP and PFS credentials.
Is Marc Verdi registered with the SEC?
Yes. Marc Verdi is registered as an investment adviser representative in SC and VA (CRD 5485381), 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 Marc Verdi?
Through Marc'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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