North Oaks, MN Office

TAG Wealth Advisors serves individual and high‑net‑worth clients and also provides retirement plan advisory services, including limited‑scope ERISA 3(21) fiduciary work. Its offerings include portfolio management (both discretionary and non‑discretionary), comprehensive financial planning delivered via a Proactive Planning Team and Virtual Family Office, and coordination with third‑party managers.

The firm uses a mix of discretionary platforms and sub‑advisors as well as non‑discretionary account administration through a third‑party platform, and it monitors outside managers while retaining oversight responsibilities. Retirement‑plan work is a significant part of its practice, with services that include plan investment advice, participant education and group enrollment meetings, and ongoing monitoring of plan options.

Noteworthy features in the brochure include affiliations with a broker‑dealer and an affiliated insurance business, a solicitor relationship with selected third‑party managers, and a substantial portion of assets held in non‑discretionary ERISA plan arrangements—an uncommon mix for similarly sized supported firms. The firm also describes working closely with select CPA firms to provide proactive planning support, and discloses the related referral and conflict‑of‑interest arrangements and mitigation procedures.