Fee-only adviser · Maple Grove, MN
Twin Cities Wealth Strategies, Inc.
Twin Cities Wealth Strategies, Inc. is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Maple Grove, Minnesota. On its latest Form ADV, filed July 8, 2026, it reports $29M in regulatory assets under management, 72 individual clients and 1 employee who gives 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 | State-registered: Minnesota |
|---|---|
| Firm CRD number | 286372 |
| Office | 11670 Fountains Drive, Suite 200 Maple Grove, MN 55369 |
| Phone | (763) 445-2772 |
| Website | www.tcwealthstrategies.com |
| Regulatory assets under management | $29M ($25M discretionary) |
| Individual clients | 64 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 8, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
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 Maple Grove
- Fpnavigators $355M
- Jeffrey A. Drayton Financial Group, Inc. $32M
- Oak Financial Planning and Coaching, LLC Not reported
- Indiwealth $1.8M
See all 5 fee-only advisers in Maple Grove →
Nearby
- Coon Rapids 2 firms
- Plymouth 10 firms
- Golden Valley 1 firm
- Blaine 2 firms
- Anoka 1 firm
- Minnetonka 11 firms
- Deephaven 1 firm
- Wayzata 8 firms
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