Jay Lauer
Plus Group Wealth Advisors · Belgium, Wisconsin
Jay Lauer is a fee-only financial advisor at Plus Group Wealth Advisors in Belgium, Wisconsin. Jay focuses on estate & legacy planning, tax planning and small business owners. Plus Group Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Plus Group Wealth Advisors |
|---|---|
| Based in | Belgium, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $158.9M across 1,050 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 2735098 |
| Exams passed | Series 63 (1996) · Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.myplusgroup.com |
How Jay's firm compares
- Plus Group Wealth Advisors's average account is about $151,000, from its Form ADV (assets managed divided by 1,050 accounts).
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Questions about Jay
Is Jay Lauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Plus Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Plus Group Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jay Lauer based?
Jay Lauer is based in Belgium, Wisconsin.
What does Jay specialize in?
Jay's specialties include estate & legacy planning, tax planning and small business owners. Jay works with retirees and pre-retirees.
Is Jay Lauer registered with the SEC?
Yes. Jay Lauer is registered as an investment adviser representative in TX and WI (CRD 2735098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Plus Group Wealth Advisors manage?
Plus Group Wealth Advisors reports $158.9M across 1,050 accounts in assets under management.
How do I contact Jay Lauer?
Through Jay's website, www.myplusgroup.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
- Plus Group Wealth Advisors 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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