A complete list of active advisors currently associated with Plus Group Wealth Advisors, LLC
Warmer can help you find a great advisor at Plus Group Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Plus Group Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Belgium, WI
| 1
| |
Belgium, WI
| 30
| |
Belgium, WI
| 29
| |
Belgium, WI
| 3
|
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