Twin Cities Retirement Group

RIASEC & State Registered

Total AUM

$145M

Discretionary

$145M

100% of AUM

Avg account

$619K

Accounts

234

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Minnesota
CRD number: 154974
Registered since: March 12, 2026
Website: www.twincitiesretirementgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI74.76%
Individuals25.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin Cities Retirement Group LLC is an independent registered investment adviser and owner-operated firm that describes itself as a capital allocator serving individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it also offers selection of other advisers and educational seminars. Its stated fee model includes a percentage-of-AUM component plus other fee arrangements. Twin Cities Retirement Group is registered with the SEC (registered in 2026) and does not list ESG investing as an active focus. The firm's activity profile points to a retirement-oriented advisory practice that blends public fund allocations with access to third-party managers. It is not positioned as a multi-state adviser or pension consultant, and it does not report being a related adviser to another RIA.