# Thomas Volkmann

> Thomas Volkmann is a fee-only financial advisor at Plus Group Wealth Advisors in Belgium, Wisconsin. Thomas 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.

Page: https://find.wellspent.co/advisors/thomas-volkmann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Plus Group Wealth Advisors
- **Based in:** Belgium, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $158.9M across 1,050 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7779733 (https://adviserinfo.sec.gov/individual/summary/7779733)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.myplusgroup.com

## Frequently asked questions

### Is Thomas Volkmann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?

Thomas's firm, Plus Group Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Thomas Volkmann based?

Thomas Volkmann is based in Belgium, Wisconsin.

### What does Thomas specialize in?

Thomas's specialties include estate & legacy planning, tax planning and small business owners. Thomas works with retirees and pre-retirees.

### Is Thomas Volkmann registered with the SEC?

Yes. Thomas Volkmann is registered as an investment adviser representative in TX and WI (CRD 7779733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Thomas Volkmann?

Through Thomas's website, www.myplusgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7779733): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.myplusgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.