Robert Swansboro
Gryphon Financial Partners · Toledo, Ohio
Robert Swansboro is a fee-only financial advisor at Gryphon Financial Partners in Toledo, Ohio, who holds the CFP credential. Robert focuses on founders (pre-exit). Gryphon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4573898 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gryphonfp.com |
How Robert's firm compares
- Gryphon Financial Partners's average account is about $865,000, from its Form ADV (assets managed divided by 2,819 accounts).
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Questions about Robert
Is Robert Swansboro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Gryphon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Swansboro based?
Robert Swansboro is based in Toledo, Ohio.
What does Robert specialize in?
Robert's specialties include founders (pre-exit). Robert works with executives and founders.
What credentials does Robert Swansboro hold?
Robert Swansboro holds the CFP credential.
Is Robert Swansboro registered with the SEC?
Yes. Robert Swansboro is registered as an investment adviser representative in OH (CRD 4573898), 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 Robert Swansboro?
Through Robert'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.
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