W Wellspent Public advisor graph
Wellspent public graph/Firms/Twin Gryphon Advisors
Firm

Twin Gryphon Advisors

Marshfield, Massachusetts

Fee-only

Twin Gryphon Advisors at a glance

  • One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
  • 1 advisor is listed here, who holds the ChFC.
  • Its Form ADV reports 4 employees and 44 individual clients, 27 of them high net worth.
  • Its average account is about $1.0 million (assets it manages divided by its 123 accounts).

Specialties Small business owners

Works with Founders

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Based inMarshfield, Massachusetts
Websitetwingryphonadvisors.com
Email[email protected]
Phone(781) 319-0098

Twin Gryphon Advisors fees

Twin Gryphon Advisors 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$127 million
Individual clients17
High-net-worth clients27
Accounts managed123
Employees4
Planning clients0
Registered withThe SEC (801-129993)
Financial planningOffered
Form ADV filedSeptember 30, 2026
SEC recordCRD 297264

Advisors at this firm (1)