Plus Group Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$385/hr

“Services are offered based on an hourly fee of $385 per hour.”

Annual fee

$6,249/yr

“According to the tiered structure above and the ADB given, the fee would be calculated as follows: 1st tier: $499,999 * 0.0125 = $6,249.99 per year, * 91/366 = $1553.96.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Plus Group Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Management Fees will be billed quarterly in advance and based on an average daily balance of the account for the previous quarter with the exception of the initial fee.”
• “The initial fee will be billed in arrears based on the number of days that services were provided during the first billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Plus Group Wealth Advisors, LLC’s fees compare

• Its hourly rate of $385 is above the Wisconsin median of $300. 73% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its annual fee of $6,249 is above the Wisconsin median of $5,000. 64% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Plus Group Wealth Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

514

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$158,861,208

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300714

Website

myplusgroup.com (opens in new tab)

Phone

(262) 285-7654

Can advise clients in 2 states: Texas, Wisconsin

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

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