Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Twin Cities Wealth Strategies, Inc. works with individuals, high‑net‑worth households, charitable organizations, and businesses to provide investment management, comprehensive financial planning, tax preparation support, estate document implementation, and employer‑sponsored plan advisory services. The firm’s brochure reports roughly $29.5 million in assets under management and describes about 72 client relationships as of the December 31, 2025 reporting date.
The firm emphasizes client‑specific investment policy development through personal data‑gathering and an investment policy statement, and it primarily implements passive, asset‑allocation portfolios while also recommending outside managers and model providers (including SEI and XYIS) where appropriate. Clients may enroll in a written Financial Life Planning Program with ongoing monitoring and optional tax preparation via Retirement Tax Services, or a quarterly Financial Wellness Program that uses the Elements app to track financial “vital signs.”
Compared with many peers, the brochure highlights several uncommon offerings: formal pension consulting and ERISA plan advisory services for employer plans (including investment policy advice and fund monitoring), regularly offered educational seminars described as purely educational, and marketing materials that include client testimonials. The firm’s materials also note expanded service lines — outsourced estate document drafting and tax preparation for planning clients — and the principal’s digital‑asset credentials, with cryptocurrencies and other digital assets listed among potential investable securities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$999 upfront for individuals and $1,499 upfront for couples for Financial Life Planning Program
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
$350.00 per hour
Starting at $299 per month for individuals and $399 per month for couples for Financial Life Planning Program; $79 per month for individuals and $149 per month for couples for Financial Wellness Program
Main office
11670 Fountains Drive, Suite 200
Maple Grove MN 55369
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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