Shannon Castaneda
Gryphon Wealth · Jacksonville, Florida
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.
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Specialties
Facts
| Firm | Gryphon Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.24B across 3,071 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6778765 |
| Exams passed | Series 66 (2017) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | gryphon-wealth.com |
How Shannon's firm compares
- Gryphon Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 3,071 accounts).
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Questions about Shannon
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.
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 Wealth 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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