Tetelestai Capital fees and pricing
Financial planner in Loveland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 22, 2026, Tetelestai Capital charges $200 an hour and a monthly fee of $40 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Clients can request quotes for bespoke financial consulting projects paid at $200 per hour depending on the client’s need.”
- Monthly fee
- $40/mo
“The separately managed accounts will have a sliding annual management fee scale paid monthly in arrears based on the schedule below with a minimum fee of $40 per month:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tetelestai Capital’s fees compare
- Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Loveland that publish an hourly rate charge less.
About Tetelestai Capital
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Clients
- 12
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $704,059
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313534
- Phone
- (614) 758-7506
Other planners in Loveland that publish fees
- Bellwether Investment Services LLCLoveland$50/hr
- Faith Financial Advisors, Inc.Loveland$385/hr, $7,500
- Infinity Wealth Counsel, LLCLoveland$300/hr, $2,500-$4,000
- Smith Capital Management, LLCLoveland$200-$2,000
- TMT Investment AdviserLoveland$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.