Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

Financial Plan Fee:$10,000 - $50,000
Hourly Rate:$100 - $500/hr

Gryphon's fees are negotiable and tailored to the specific services provided. Fees can be based on a percentage of assets under management, hourly charges, fixed fees, or other retainer/service fees. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%. However, the annual advisory fees charged by Gryphon will not exceed 1.5%. Hourly rates for exit strategy and financial planning range from $100 to $500 per hour. Fixed fees for financial plans may range from $10,000 to $50,000 or more.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002
Settled
Other Business Activities

Joel is President of Gryphon Capital Partners, LLC (since June 2018) and Gryphon Normandy Partners, LLC (since June 2019). He also serves as Manager and Member of Gryphon Normandy Manager, LLC (since June 2019) and Grandview Partners Warehouse I, LLC (since November 2022); all these activities are investment-related and require minimal time.

Employment History
Current Registrations
Gryphon Financial Partners
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Hightower Advisors, LLC
May 2014 - June 2017 · 3 yrs 1 mo
Hightower Securities, LLCBroker
May 2014 - June 2017 · 3 yrs 1 mo
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley Broker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC. Broker
November 2001 - June 2009 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 1995 - November 2001 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 1994 - December 1995 · 1 yr 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Joel Jason Guth - Financial Advisor | AdvisorDiscover