Plus Group Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,288,697
Clients
514
Advisors
4
of 4 employees
About
Plus Group Wealth Advisors, LLC, founded in 2019, provides discretionary asset management, financial planning and consulting, and retirement‑plan advisory services to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm reports about $158.9 million in assets under management, serves roughly 514 clients, and operates with a four‑advisor team from a single office.
The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance and may exercise discretionary trading authority to implement strategies informed by fundamental and technical analysis; accounts are monitored regularly with periodic reviews that can include rebalancing and tax‑loss harvesting. Financial planning is offered as part of AUM relationships and also to non‑AUM clients on an hourly basis, and the firm executes trades through custodial broker‑dealers that provide execution and back‑office services.
Notable distinctions include the firm’s provision of ERISA 3(21) limited‑scope fiduciary services for retirement plans, with a defined list of excluded illiquid or employer‑sponsored assets and related disclosure practices for plan sponsors. The firm discloses that some advisory personnel are licensed insurance agents (with related conflict mitigations) and the adviser team includes recently hired, early‑career advisors, indicating a younger bench alongside veteran staff; the firm also does not routinely vote client proxies unless assistance is requested.
Client services
Expertise
Demographic focus
Fee options
ERISA plan services fees may be charged as a flat fee, negotiable, not to exceed 1% annually
$0 - $499,999: 1.25% annually $500,000 - $1,999,999: 1.00% annually $2,000,000 - $3,999,999: 0.85% annually $4,000,000 - $9,999,999: 0.70% annually $10,000,000+: 0.50% annually
Insurance agents receive typical commissions on insurance products sold
Financial planning services at $385 per hour
Fee-only: Financial planning offered as hourly fee for non-AUM clients
Main office
680 Main Street
Belgium WI 53004
Advisors at this office
4
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brent N
Series 63, Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.
Jay L
Series 63, Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.
Matthew D
Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Matthew Dirkse is a financial advisor at Plus Group Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Plus Group Wealth Advisors, he worked at Whistling Straits and held roles in education and retail management. Plus Group Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerance, manages approximately $158.9 million in assets, and operates with a four-advisor team from a single office.
Thomas V
Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Thomas Volkmann is a financial advisor at Plus Group Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Plus Group Wealth Advisors since 2021. Prior to his advisory role, he was a full-time student for ten years. Plus Group Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.
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