# Joseph Kirby

> Joseph Kirby is a fee-only financial advisor at Gryphon Wealth in Jacksonville, Florida, who holds the CFP credential. Joseph focuses on retirement planning, tax planning and equity compensation. Gryphon Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-kirby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gryphon Wealth
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.24B across 3,071 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Equity compensation, Family wealth transfer
- **CRD:** 4173969 (https://adviserinfo.sec.gov/individual/summary/4173969)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2001), Series 65 (2001)
- **Firm size:** 22 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://gryphon-wealth.com/

## Frequently asked questions

### Is Joseph Kirby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Gryphon Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Gryphon Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joseph Kirby based?

Joseph Kirby is based in Jacksonville, Florida.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, tax planning, equity compensation and family wealth transfer.

### What credentials does Joseph Kirby hold?

Joseph Kirby holds the CFP credential.

### Is Joseph Kirby registered with the SEC?

Yes. Joseph Kirby is registered as an investment adviser representative in FL (CRD 4173969), 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 Gryphon Wealth manage?

Gryphon Wealth reports $3.24B across 3,071 accounts in assets under management.

### How do I contact Joseph Kirby?

Through Joseph's website, gryphon-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4173969): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://gryphon-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.