TD
CFP

Terry E Davis

21 Years of Experience

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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Terry co-owns Crossfit Mason, serves as a board member for T1D Warriors, and is a board member and director for the Warren County Agricultural Society. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Gryphon Financial Partners
April 2025 - Present · 9 mos
Previous Registrations
U.S. Bancorp Investments, INC. Broker
October 2013 - April 2025 · 11 yrs 6 mos
U.S. Bancorp Investments, INC.
October 2013 - April 2025 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2011 - July 2013 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - July 2013 · 2 yrs 1 mo
Natcity Investments, INC.Broker
October 2008 - October 2009 · 1 yr
Natcity Investments, INC.
October 2008 - October 2009 · 1 yr
Nationwide Investment Advisors, LLC
December 2006 - October 2008 · 1 yr 10 mos
Nationwide Investment Services Corporation
August 2006 - December 2006 · 4 mos
Nationwide Investment Services CorporationBroker
July 2006 - October 2008 · 2 yrs 3 mos
Edward Jones Broker
October 2002 - June 2006 · 3 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.