Thomas Volkmann
Plus Group Wealth Advisors · Belgium, Wisconsin
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.
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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 7779733 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.myplusgroup.com |
How Thomas'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 Thomas
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.
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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