Twin Cities Wealth Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,467,325
Clients
72
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$409,268
About
Twin Cities Wealth Strategies is a state‑registered independent advisory firm led by a single principal that provides investment management and comprehensive financial planning to individuals, business owners, charitable organizations, and employer clients. Its services include personalized portfolio management, financial life planning, tax preparation, estate plan formation, and consulting for employer‑sponsored retirement plans.
The firm builds client portfolios around documented investment policy statements and primarily employs passive, asset‑allocation strategies using index mutual funds and ETFs, while also recommending outside managers and model providers such as XY Investment Solutions and SEI for discretionary model portfolios. Ongoing client engagement is provided through a Financial Life Planning program and a Financial Wellness offering that uses the Elements app for quarterly monitoring, plus optional tax‑preparation support via Retirement Tax Services.
Relative to many peers of similar size, the brochure highlights a notable emphasis on employer plan work — formal Pension/Employer Sponsored Plan Advisory Services for ERISA plans — and the firm’s practice of offering educational seminars and workshops to groups. The brochure also discloses the use of client testimonials in advertising and notes the principal’s exit‑planning and digital‑asset credentials (e.g., CEPA®, CDAA, CBDA), as well as the inclusion of cryptocurrencies among investable holdings, features that are less common among independent solo advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Debt management
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Fee options
Financial Life Planning Program upfront charge: $999 for individuals, $1,499 for couples; ongoing monthly fee: $299 individual, $399 couples; Tax preparation services flat fee: $595-$1,500
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,001+: 0.40%
$350 per hour
Main office location
Twin Cities Wealth Strategies, Inc.
11670 Fountains Drive, Suite 200
Maple Grove MN 55369, United States
Number of offices
1
Most active in
Twin Cities Wealth Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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