Kyle
Fischer
Godsey & Gibb Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Kyle Fischer is a certified financial planner operating in Greenville, South Carolina who has 4 years of relevant experience. Fischer is an employee of Godsey & Gibb Wealth Management. Throughout their career, they have worked at Cornerstone Wealth, The Peace Center, The Galley, Elliott Davis Decosimo, LLC, Lpl Financial, LLC, Mutual Securities, Inc, Cornerstone Wealth Group, LLC and Godsey & Gibb Wealth Management. Fischer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia, South Carolina, Texas and Virginia. Godsey & Gibb Wealth Management is a business operating out of Richmond, VA. The investment advisory business has a total of 25 employees. It handles $1 billion in total assets across its 1,705 accounts, making it one of the bigger firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 1,705 client accounts, 55% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management largely vary depending on which service is provided. However, fees charged by Godsey & Gibb Wealth Management likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Godsey & Gibb Wealth Management Brokerage Details
$1,164,118,972
25
1,705
$682,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Kyle Fischer Work History
Kyle has been registered as a financial advisor for 4 years.*
Godsey & Gibb Wealth Management
Cornerstone Wealth Group, LLC
Mutual Securities, Inc
Cornerstone Wealth
Lpl Financial, LLC
The Peace Center
The Galley
Elliott Davis Decosimo, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Fischer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Godsey & Gibb Wealth Management
Greenville, SC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Greenville, SC
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
