# Dana Menard

> Dana Menard is a fee-only financial advisor at Twin Cities Wealth Strategies, Inc. in Maple Grove, Minnesota, who holds the CFP and RLP credentials. Dana charges a flat fee or retainer and a percentage of assets and focuses on founders (pre-exit), small business owners and tax planning.

Page: https://find.wellspent.co/advisors/dana-menard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Twin Cities Wealth Strategies, Inc.
- **Based in:** Maple Grove, Minnesota
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29.5M across 195 accounts
- **Credentials:** CFP, RLP
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Retirement planning, Estate & legacy planning, Crypto & digital assets
- **Works with:** Founders, Tech employees
- **CRD:** 4532311 (https://adviserinfo.sec.gov/individual/summary/4532311)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://tcwealthstrategies.com

## Frequently asked questions

### Is Dana Menard a fee-only financial advisor?

Yes. Dana Menard is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dana's firm.

### How does Dana charge for financial advice?

Dana charges a flat fee or retainer and a percentage of assets.

### Where is Dana Menard based?

Dana Menard is based in Maple Grove, Minnesota.

### What does Dana specialize in?

Dana's specialties include founders (pre-exit), small business owners, tax planning, retirement planning, estate & legacy planning and crypto & digital assets. Dana works with founders and tech employees.

### What credentials does Dana Menard hold?

Dana Menard holds the CFP and RLP credentials.

### Is Dana Menard registered with the SEC?

Yes. Dana Menard is registered as an investment adviser representative in MN (CRD 4532311), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Twin Cities Wealth Strategies, Inc. manage?

Twin Cities Wealth Strategies, Inc. reports $29.5M across 195 accounts in assets under management.

### How do I contact Dana Menard?

Through Dana's website, tcwealthstrategies.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39234): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://tcwealthstrategies.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.