Fee-only adviser · Plymouth, MN
Twin Cities Retirement Group
Twin Cities Retirement Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plymouth, Minnesota. On its latest Form ADV, filed April 20, 2026, it reports $145M in regulatory assets under management, 84 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 154974 · SEC file 801-135555 |
| Office | 15600 36th Ave N Suite 240 Plymouth, MN 55446 |
| Phone | (952) 600-7550 |
| Website | www.twincitiesretirementgroup.com |
| Regulatory assets under management | $145M |
| Individual clients | 37 non-high-net-worth, 47 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | April 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plymouth
- Kure Advisory, LLC $259M
- Gen Financial Management Inc. $332M
- Rossi Dubuque Breckenridge, LLC Not reported
- Great River Financial $202M
- Celadon Managed Wealth $80M
- Phillip James Financial Co. $222M
See all 10 fee-only advisers in Plymouth →
Nearby
- Deephaven 1 firm
- Wayzata 8 firms
- Minnetonka 11 firms
- Golden Valley 1 firm
- St. Louis Park 5 firms
- Maple Grove 5 firms
- Spring Park 1 firm
- Excelsior 3 firms
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