Joseph Grupp
Grupp Financial · Chandler, Arizona
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grupp Financial |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $100.1M across 37 accounts |
| SEC registration | Investment adviser representative in AZ, ID, WY · CRD 7337758 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gruppfinancial.com |
| Profile |
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Questions about Joseph
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.
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
- Grupp Financial 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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