# John Tenley

> John Tenley is a fee-only financial advisor at Summit Advisor Group in Bloomington, Minnesota. John focuses on retirement planning, estate & legacy planning and tax planning. Summit Advisor Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/john-tenley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Summit Advisor Group
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $46.5M across 150 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4983645 (https://adviserinfo.sec.gov/individual/summary/4983645)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://summitadvisorgroup.com/

## Frequently asked questions

### Is John Tenley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Summit Advisor Group 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's firm, Summit Advisor Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is John Tenley based?

John Tenley is based in Bloomington, Minnesota.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning and tax planning.

### Is John Tenley registered with the SEC?

Yes. John Tenley is registered as an investment adviser representative in MN and TX (CRD 4983645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Summit Advisor Group manage?

Summit Advisor Group reports $46.5M across 150 accounts in assets under management.

### How do I contact John Tenley?

Through John's website, summitadvisorgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4983645): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://summitadvisorgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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