Griffin Dalrymple
Griffin Dalrymple is a CFP-designated registered investment advisor at Opinicus, based in Tampa, FL, with 19 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.68% |
| $10M+ | 0.40% |
Must also purchase a financial plan. Fees are negotiable.
Fee Estimator
Location
3014 West Palmira Ave, Ste. 201, Tampa, FL, 33629
Get directionsHistory
Regulatory History (1)
Criminal
June 2004Other Business ActivitiesSells Insurance
Griffin is the President & Director and a licensed independent insurance agent at Opinicus Financial Group, managing client insurance needs and spending minimal time. He is also a manager member at Opinicus Tax & Accounting, spending minimal time, and a director and shareholder at Ten-8 Fire Equipment, Inc.
Employment History
Current Registrations
Opinicus
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Intersecurities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.