Griffin Kalepp
Compound · Black Earth, Wisconsin
Griffin Kalepp is a fee-only financial advisor at Compound in Black Earth, Wisconsin, who holds the CFP credential. Griffin focuses on tax planning, real estate investors and founders (pre-exit). Compound reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
- Founders
- Physicians
- High earners
Facts
| Firm | Compound |
|---|---|
| Based in | Black Earth, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.8M across 176 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6033428 |
| Exams passed | Series 63 (2015) · Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.compoundwealthtax.com |
| Profile |
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Questions about Griffin
Is Griffin Kalepp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Griffin holds no broker registration, and Compound reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Griffin charge for financial advice?
Griffin's firm, Compound, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Griffin Kalepp based?
Griffin Kalepp is based in Black Earth, Wisconsin.
What does Griffin specialize in?
Griffin's specialties include tax planning, real estate investors and founders (pre-exit). Griffin works with real estate investors, founders, physicians and high earners.
What credentials does Griffin Kalepp hold?
Griffin Kalepp holds the CFP credential.
Is Griffin Kalepp registered with the SEC?
Yes. Griffin Kalepp is registered as an investment adviser representative in TX and WI (CRD 6033428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compound manage?
Compound reports $42.8M across 176 accounts in assets under management.
How do I contact Griffin Kalepp?
Through Griffin's website, www.compoundwealthtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Compound website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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