Firm
Gryphon Wealth
Jacksonville, Florida
Fee-only
Gryphon Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 14 advisors are listed here; 3 of 14 hold the CFP.
- Its Form ADV reports 22 employees and 695 individual clients, 402 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 3,071 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | gryphon-wealth.com |
| [email protected] | |
| Phone | (904) 450-5330 |
Gryphon Wealth fees
Gryphon Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $3.2 billion |
| Individual clients | 293 |
| High-net-worth clients | 402 |
| Accounts managed | 3,071 |
| Employees | 22 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-135333) |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 339969 |