Compound Wealth, Advisory and Tax LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high‑net‑worth individuals, trusts, estates, and businesses. Like most supported firms, it charges asset‑based fees and manages individual portfolios on both discretionary and non‑discretionary bases.
Investment advice is tailored to each client’s objectives, time horizon and risk tolerance, using fundamental and technical analysis, periodic monitoring and the option to engage third‑party managers. The firm also operates a Compound Incubator program for founders, operators, and high‑income professionals with equity compensation that emphasizes equity‑compensation guidance, investment education, semi‑annual check‑ins, and access to a network of third‑party service providers.
Distinctively, Compound Wealth is affiliated with an accounting and tax practice (Yaeger Advisory Services and Tax LLC) and may refer clients to that affiliate for tax and accounting work, a relationship the brochure notes can create a potential conflict of interest though clients are not required to use the affiliate. The firm’s recently added Family Office services—which include coordinated tax planning, personal 1040 preparation, cash‑flow and bill‑payment coordination, and multi‑entity reporting for clients with significant assets—represent offerings that are less common among firms of its size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Standalone financial planning and consulting fixed fees ranging approximately from $2,500 to $10,000 depending on scope
Under $1,000,000 - $999,999: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% Over $10,000,000+: Negotiated
Advisory professionals may receive commission for sale of insurance products; fees are salary plus bonus/percentage of advisory fees
Compound Incubator Program offered for a flat annual fee of $5,000 (negotiable)
Account minimum: $150,000
Main office
204 Moravian Valley Road, Suite G
Waunakee WI 53597
Advisors at this office
2
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
Griffin K
CFP®, Series 63, Series 66
Waunakee, WI
Compound Wealth, Advisory and Tax LLC
Griffin Kalepp is a CFP® professional with 11 years of industry experience, currently serving at Compound Wealth, Advisory and Tax LLC since 2025. His background includes roles at MBE Wealth Management, LLC, Cuna Mutual Group, CUNA Brokerage Services, Inc., and Wea Investment Services, Inc. Outside of advising, he is president of Strictly Sonny, LLC, and serves on the boards of SSM Health St. Clare Hospital and Blood Cancers United. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to client objectives and offers specialized programs such as the Compound Incubator for equity compensation guidance, alongside affiliated tax and accounting services and dedicated Family Office offerings.
Joel Y
Series 65
Waunakee, WI
Compound Wealth, Advisory and Tax LLC
Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baker Tilly and SVA Certified Public Accountants. He is also the founder and CEO of Yaeger Advisory Services and Tax, LLC, a separate accounting and tax practice. Compound Wealth, Advisory and Tax LLC provides wealth management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to each client’s objectives and risk tolerance and offers unique services such as equity-compensation guidance and family office services.
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