Twele Capital Management, Inc. fees and pricing

Financial planner in Minnetonka, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 6, 2026, Twele Capital Management, Inc. charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “The hourly fees will range from $200 - $500 depending on the circumstances.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are calculated in arrears at the end of each quarter based upon the amount of assets under management.”

Its hourly rate of $200-$500 spans the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
3 of the 4 other planners in Minnetonka that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.65% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 67
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $578,455,059
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 130239
Website: linkedin.com/company/twele-capital-management-inc (opens in new tab)
Phone: (952) 887-9253

Can advise clients in 2 states: Minnesota, Texas

Is something on this page wrong or out of date?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.