Matthew Grupp
Grupp Financial · Jackson, Wyoming
Matthew Grupp is a fee-only financial advisor at Grupp Financial in Jackson, Wyoming. Matthew 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 | Jackson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $100.1M across 37 accounts |
| SEC registration | Investment adviser representative in ID, WY · CRD 6246097 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gruppfinancial.com |
| Profile |
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Questions about Matthew
Is Matthew Grupp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Grupp Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Grupp based?
Matthew Grupp is based in Jackson, Wyoming.
What does Matthew specialize in?
Matthew's specialties include family wealth transfer. Matthew works with multi-generational families.
Is Matthew Grupp registered with the SEC?
Yes. Matthew Grupp is registered as an investment adviser representative in ID and WY (CRD 6246097), 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 Matthew Grupp?
Through Matthew'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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