Compound Wealth, Advisory and Tax LLC

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Client assets under management

$42,816,972

Clients

15% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$528,605

About

Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, and also works with retirement plans. The firm offers standalone planning engagements and coordinates tax and accounting services through an affiliated tax/accounting practice.

Advice is tailored to client objectives and can be delivered on a discretionary or non‑discretionary basis; the firm reports managing about $42.8 million in discretionary client assets across roughly 81 client relationships and conducts at least annual reviews. Compound Wealth uses a mix of fundamental and technical analysis, institutional funds, ETFs, third‑party managers and third‑party technology and reporting vendors to construct and monitor portfolios.

What distinguishes the firm is its affiliation with an owner‑controlled tax and accounting practice, which allows integrated referrals and creates an identifiable conflict of interest since the affiliate may be recommended; clients are not required to use the affiliate. The firm also documents ERISA‑focused services (non‑discretionary 3(21) consulting and discretionary 3(38) implementation, model portfolios and QDIA support for plan sponsors) and its advisory personnel hold insurance licenses that may result in commission‑based compensation.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees generally range from $2,500 to $10,000 depending on scope and complexity.

Percentage

$0 - $999,999: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.70% Over $10,000,000+: Negotiated

Commissions

Advisory professionals may receive commission-based compensation for sale of insurance products.

Other

Account minimum: $150,000

Main office location

Compound Wealth, Advisory and Tax LLC

525 Junction Rd, Suite 6500

Madison WI 53717, United States

Number of offices

Most active in

Texas · Wisconsin

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X 608-999-2214

Advisors at this firm

Griffin K

CFP®, Series 63, Series 66

Madison, WI

Compound Wealth, Advisory and Tax LLC

Griffin Kalepp is a CFP® with 10 years of experience in financial services. He is currently with Compound Wealth, Advisory and Tax LLC and previously worked at MBE Wealth Management, Cuna Mutual Group, CUNA Brokerage Services, and Wea Investment Services. He serves on the board of Blood Cancers United, a fundraising organization for blood cancer research, and is a board member at SSM Health St. Clare Hospital. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm integrates tax and accounting services through an affiliated practice and uses a combination of fundamental and technical analysis along with institutional funds and third-party managers to manage portfolios.

Wealth management Founder/Business Owner

Joel Y

Series 65

Madison, WI

Compound Wealth, Advisory and Tax LLC

Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with a Series 65 credential. He has been working in the industry since 2024 and has prior experience at Baker Tilly and SVA Certified Public Accountants. Outside of advising, he founded and serves as CEO of Yaeger Advisory Services and Tax, LLC, a non-investment-related business. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm integrates tax and accounting services through an affiliated practice and employs a combination of fundamental and technical analysis, institutional funds, ETFs, and third-party managers to manage client portfolios.

Wealth management Founder/Business Owner

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