W Wellspent Public advisor graph
Wellspent public graph/Advisors/John McGowan
Advisor

John McGowan

Two Point Capital Management · Pittsford, New York

John McGowan is a fee-only financial advisor at Two Point Capital Management in Pittsford, New York, who holds the CFA credential. John charges a percentage of assets (1% a year on the first tier of assets managed).

Percentage of assets Fee-only CFA

Request an introduction to John →

Facts

FirmTwo Point Capital Management
Based in Pittsford, New York
Fee modelPercentage of assets
Fees (firm's website)1% a year on the first tier of assets managed
Assets under management$310.5M across 217 accounts
CredentialsCFA
SEC registration Investment adviser representative in NY · CRD 2618496
Exams passedSeries 65 (1995)
Firm size6 employees
Disclosures Reported; see the SEC record
Websitetwopointcapital.com

How John's firm compares

  • Two Point Capital Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 217 accounts).

What fee-only advisors charge in New York

Request an introduction to John

Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about John

Is John McGowan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Two Point Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John charges a percentage of assets.

How much does John charge?

According to Two Point Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

Where is John McGowan based?

John McGowan is based in Pittsford, New York.

What credentials does John McGowan hold?

John McGowan holds the CFA credential.

Is John McGowan registered with the SEC?

Yes. John McGowan is registered as an investment adviser representative in NY (CRD 2618496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Two Point Capital Management manage?

Two Point Capital Management reports $310.5M across 217 accounts in assets under management.

How do I contact John McGowan?

Through John's website, twopointcapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.