Mark
Fleming

Gryphon Financial Partners

CRD#5048554
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Fleming is a financial advisor based in Columbus, Ohio, working with Gryphon Financial Partners. Mark has previously held positions at Fsi Group, Inc, Gryphon Financial Partners, and Fifth Third Bank. Mark has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Mark is part of Gryphon Financial Partners, which operates out of Columbus, Ohio. The firm has 24 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gryphon Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gryphon Financial Partners Brokerage Details

Total Assets Under Management

$1,760,133,437

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

2,278

OH Average: 1,972
Average Account Size

$772,666

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mark Fleming Work History

2024 - Present (0 year)

Gryphon Financial Partners

2017 - Present (7 years)

Fifth Third Bank

2016 - 2017 (1 year)

Fifth Third Bank

2013 - 2015 (2 years)

Fsi Group, Inc

Disclosures

Please visit the SEC profile of Mark Fleming to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gryphon Financial Partners

Michael Solik
Columbus, OH
Randi Bellner
Columbus, OH
Joel Guth
Columbus, OH
Catherine Cory
Columbus, OH
Mark Fleming
Columbus, OH
Kristen Nicholson
Maumee, OH
Robert Swansboro
Toledo, OH
Ian Hundley
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started