Joel Yaeger
Compound · Waunakee, Wisconsin
Joel Yaeger is a fee-only financial advisor at Compound in Waunakee, Wisconsin. Joel 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 | Waunakee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.8M across 176 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6229026 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.compoundwealthtax.com |
| Profile |
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Questions about Joel
Is Joel Yaeger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel 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 Joel charge for financial advice?
Joel's firm, Compound, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Yaeger based?
Joel Yaeger is based in Waunakee, Wisconsin.
What does Joel specialize in?
Joel's specialties include tax planning, real estate investors and founders (pre-exit). Joel works with real estate investors, founders, physicians and high earners.
Is Joel Yaeger registered with the SEC?
Yes. Joel Yaeger is registered as an investment adviser representative in WI (CRD 6229026), 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 Joel Yaeger?
Through Joel'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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