# Shannon Castaneda

> Shannon Castaneda is a fee-only financial advisor at Gryphon Wealth in Jacksonville, Florida. Shannon 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/shannon-castaneda/
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
- **Specialties:** Retirement planning, Tax planning, Equity compensation, Family wealth transfer
- **CRD:** 6778765 (https://adviserinfo.sec.gov/individual/summary/6778765)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2017)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://gryphon-wealth.com/

## Frequently asked questions

### Is Shannon Castaneda a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shannon 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 Shannon charge for financial advice?

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

### Where is Shannon Castaneda based?

Shannon Castaneda is based in Jacksonville, Florida.

### What does Shannon specialize in?

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

### Is Shannon Castaneda registered with the SEC?

Yes. Shannon Castaneda is registered as an investment adviser representative in FL (CRD 6778765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gryphon Wealth manage?

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

### How do I contact Shannon Castaneda?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6778765): 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

---

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