Twin Cities Retirement Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$134,894,000
Clients
87
48% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
44
TypicalAverage account size
$1,550,506
About
Twin Cities Retirement Group serves individual and high‑net‑worth clients who are nearing or recently in retirement, offering discretionary asset management and comprehensive retirement planning such as Social Security benefit analysis, cash‑flow modeling, beneficiary and estate planning, and referrals to other professionals. The firm provides ongoing portfolio management tailored to client goals and may recommend independent third‑party money managers when appropriate.
The firm’s investment approach centers on strategic asset allocation implemented through five model risk profiles (Conservative through Aggressive) and a mix of no‑load mutual funds, ETFs, individual securities and options. Investment decisions draw on fundamental, technical, charting and cyclical analysis, portfolios are managed on a discretionary basis, and clients may impose written restrictions on investments.
Noteworthy disclosures in the brochure include a past regulatory enforcement matter involving the firm’s principal—an acceptance, waiver and consent in 2009–2010 related to customer form signatures—which the filing identifies as the only disclosure. The brochure also notes the firm receives referral compensation when it recommends third‑party money managers and describes the use of retirement‑focused educational programming (seminars or workshops) and a formal Code of Ethics to address potential conflicts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $999,999: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,001+: 0.75%
Account minimum: $1,000,000
Main office location
Twin Cities Retirement Group
15600 36 Th Ave N, Suite 240
Plymouth MN 55446, United States
Number of offices
2
Most active in
Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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