# Joseph Grupp

> Joseph Grupp is a fee-only financial advisor at Grupp Financial in Chandler, Arizona. Joseph focuses on family wealth transfer. Grupp Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-grupp/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Grupp Financial
- **Based in:** Chandler, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $100.1M across 37 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7337758 (https://adviserinfo.sec.gov/individual/summary/7337758)
- **SEC registration:** Investment adviser representative in AZ, ID, WY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.gruppfinancial.com/

## Frequently asked questions

### Is Joseph Grupp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Grupp Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Grupp Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joseph Grupp based?

Joseph Grupp is based in Chandler, Arizona.

### What does Joseph specialize in?

Joseph's specialties include family wealth transfer. Joseph works with multi-generational families.

### Is Joseph Grupp registered with the SEC?

Yes. Joseph Grupp is registered as an investment adviser representative in AZ, ID and WY (CRD 7337758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grupp Financial manage?

Grupp Financial reports $100.1M across 37 accounts in assets under management.

### How do I contact Joseph Grupp?

Through Joseph's website, www.gruppfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7337758): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://gruppfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.