Firm
Twele Capital Management
Minnetonka, Minnesota
Fee-only
Twele Capital Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; all hold the CFA.
- Its Form ADV reports 4 employees and 67 individual clients, 37 of them high net worth.
- Its average account is about $2.9 million (assets it manages divided by its 201 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minnetonka, Minnesota |
|---|---|
| Website | twelecapital.com |
| [email protected] | |
| Phone | (952) 887-9253 |
Twele Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.65% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"Up to $5,000,000 0.65%" source
"Minimum Account Size $500,000" source
"ANNUAL FEE AS A PERCENTAGE OF TOTAL ACCOUNT VALUE" source
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 · Hourly |
|---|---|
| Assets managed | $578 million |
| Individual clients | 30 |
| High-net-worth clients | 37 |
| Accounts managed | 201 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-67477) |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 130239 |