Firm
Twin Arbor Wealth Management
Saint Paul, Minnesota
Fee-only
Twin Arbor Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 4 individual clients, 1 of them high net worth.
- Its average account is about $628,000 (assets it manages divided by its 10 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Saint Paul, Minnesota |
|---|---|
| Website | twinarborwealth.com |
| Phone | (651) 237-8686 |
Twin Arbor Wealth Management fees
Twin Arbor Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 3 |
| High-net-worth clients | 1 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 341900 |