Twin Gryphon Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,105,358
Clients
44
Advisors
1
of 4 employees
About
Twin Gryphon provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, small businesses, retirement plans, and a pooled investment vehicle. Services include discretionary portfolio management, comprehensive financial planning and consulting, and retirement plan advisory and education.
The firm builds customized portfolios after an initial discovery process and uses a mix of individual equities, ETFs, mutual funds and bonds, employing both long‑term and shorter‑term trading as appropriate; accounts are monitored on a regular basis with formal reviews conducted at least annually. Twin Gryphon serves in fiduciary capacities, including ERISA retirement plan roles (e.g., investment oversight and discretionary management), and may accept client‑imposed investment restrictions or non‑discretionary arrangements.
What differentiates the firm from many peers is that it serves as the general partner and investment manager of a private pooled investment vehicle and provides portfolio management for that Fund, including investor qualification procedures and the potential for side‑letter arrangements. The Advisor also has an affiliated insurance business and discloses the resulting potential conflicts of interest, and maintains a Code of Ethics and compliance policies to mitigate those conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed engagement fees for financial planning and consulting services based on expected effort and duration
0.25% to 2.00% annually (negotiable based on factors such as investment strategy, complexity, asset level, and relationship)
Up to $500 per hour for financial planning and consulting services
Fee-only: Investment advisory fees range from 0.25% to 2.00% annually; Retirement plan advisory fees up to 0.50% annually; Private Fund management fee 0.25% quarterly (1.0% annually); Financial planning hourly rate up to $500/hour or fixed fees based on expected hours
Main office
892 Plain Street, Suite 3 A
Marshfield MA 02050
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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