# Kristen Nicholson

> Kristen Nicholson is a fee-only financial advisor at Gryphon Financial Partners in Toledo, Ohio. Kristen focuses on founders (pre-exit). Gryphon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Gryphon Financial Partners
- **Based in:** Toledo, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.44B across 2,819 accounts
- **Specialties:** Founders (pre-exit)
- **Works with:** Executives, Founders
- **CRD:** 7806342 (https://adviserinfo.sec.gov/individual/summary/7806342)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2023)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** https://www.gryphonfp.com

## Frequently asked questions

### Is Kristen Nicholson a fee-only financial advisor?

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

### How does Kristen charge for financial advice?

Kristen's firm, Gryphon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kristen Nicholson based?

Kristen Nicholson is based in Toledo, Ohio.

### What does Kristen specialize in?

Kristen's specialties include founders (pre-exit). Kristen works with executives and founders.

### Is Kristen Nicholson registered with the SEC?

Yes. Kristen Nicholson is registered as an investment adviser representative in OH (CRD 7806342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gryphon Financial Partners manage?

Gryphon Financial Partners reports $2.44B across 2,819 accounts in assets under management.

### How do I contact Kristen Nicholson?

Through Kristen's website, www.gryphonfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7806342): 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://gryphonfp.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.