# Twin Cities Retirement Group > Twin Cities Retirement Group is an SEC-registered investment advisory firm in Plymouth, MN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026. - CRD: 154974 - Filed as: TWIN CITIES RETIREMENT GROUP - Legal name: Twin Cities Retirement Group, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Plymouth, MN - Filing period: October 2026 - Form ADV filing dated: April 20, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154974 - AdvisorCensus page: https://advisorcensus.com/firm/twin-cities-retirement-group-plymouth-mn-154974 ## Quick answers **How is Twin Cities Retirement Group compensated?** On its Form ADV (Item 5.E, October 2026), Twin Cities Retirement Group reports these compensation arrangements: a percentage of assets under its management; other. **Where is Twin Cities Retirement Group located?** Twin Cities Retirement Group's principal office is in Plymouth, MN, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Twin Cities Retirement Group registered with the SEC or a state?** Twin Cities Retirement Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 154974. **How much does Twin Cities Retirement Group manage?** Twin Cities Retirement Group reports $144,901,181 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary). **What types of clients does Twin Cities Retirement Group serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (37). **Which custodians does Twin Cities Retirement Group use?** Twin Cities Retirement Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Twin Cities Retirement Group report any disciplinary disclosures?** Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154974 **Does Twin Cities Retirement Group state an account minimum?** Its Form ADV Part 2A brochure dated April 20, 2026 says: "TCRG’s minimum for Clients is $ 1,000,000. TCRG will make exceptions to its minimums in certain situations." **What changed in Twin Cities Retirement Group's recent Form ADV filings?** In the April 2026 filing data: Newly registered with the SEC. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Other ### Fees and minimums (Form ADV Part 2A brochure dated April 20, 2026) - Account minimum: $1,000,000 (the brochure says it may be waived or negotiated) > TCRG’s minimum for Clients is $ 1,000,000. TCRG will make exceptions to its minimums in certain situations. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $144,901,181 - Discretionary: $144,901,181 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 37 | $36,566,704 | | High net worth individuals | 47 | $108,334,477 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Selection of other advisers (including private fund managers) - Educational seminars/workshops ### Firm details - Registered since: 2026 (0 years) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: MN, TX, WI - Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11. ### Item 11 questions answered yes - 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission? - 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved? - 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities? Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154974 ### Other offices (Schedule D, Section 1.F), as of the May 2026 filing - Lake Elmo, MN ### Websites listed on Form ADV (Item 1.I) - [twincitiesretirementgroup.com](https://twincitiesretirementgroup.com) - Facebook @TWIN-CITIES-RETIREMENT-GROUP-545512708980966 - LinkedIn @15090061 ## Changes in the filing (last 12 months) ### April 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Cities Retirement Group (CRD 154974): Form ADV filing data as of October 2026.