Kristen Nicholson
Gryphon Financial Partners · Toledo, Ohio
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.
Request an introduction to Kristen →
Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Gryphon Financial Partners |
|---|---|
| Based in | Toledo, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.44B across 2,819 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7806342 |
| Exams passed | Series 65 (2023) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gryphonfp.com |
How Kristen's firm compares
- Gryphon Financial Partners's average account is about $865,000, from its Form ADV (assets managed divided by 2,819 accounts).
Request an introduction to Kristen
Tell Kristen a little about what you're looking for. Kristen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kristen
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.
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
- Gryphon Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.