Twin Cities Wealth Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Financial Planning fee is an hourly rate of $350.00 per hour.”

Monthly fee

$299⁠-⁠$399/mo

“The ongoing fee is paid monthly, in advance, starting at a base rate of $299 a month for individuals and $399 a month for couples.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Twin Cities Wealth Strategies, Inc. bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Twin Cities Wealth Strategies, Inc.’s fees compare

• Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Maple Grove that publish an hourly rate charge less.

About Twin Cities Wealth Strategies, Inc.

• Principal: Dana J. Menard
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2017 (9 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

0.95% a year

Clients

72

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$29,467,325

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286372

Website

tcwealthstrategies.com (opens in new tab)

Phone

(763) 445-2772

Other planners in Maple Grove that publish fees

• Dorval & Chorne Financial AdvisorsMaple Grove$500⁠-⁠$5,000
• FpnavigatorsMaple Grove$3,000⁠-⁠$15,000, $150⁠-⁠$1,000/mo
• MHS Advisory Services, LLCMaple Grove$350/hr
• Oak Financial Planning and Coaching, LLCMaple Grove$350⁠-⁠$2,500, $300⁠-⁠$625/qtr
• Paradigm, Strategies in Wealth Management, LLCMaple Grove$7,500
• Underdog Wealth Management, LLCMaple Grove$250/hr

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