John Tenley
Summit Advisor Group · Bloomington, Minnesota
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.
Request an introduction to John →
Specialties
Facts
| Firm | Summit Advisor Group |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $46.5M across 150 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 4983645 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | summitadvisorgroup.com |
| Profile |
How John's firm compares
- Summit Advisor Group's average account is about $310,000, from its Form ADV (assets managed divided by 150 accounts).
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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Summit Advisor Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.