John Twele
Twele Capital Management · Minnetonka, Minnesota
John Twele is a fee-only financial advisor at Twele Capital Management in Minnetonka, Minnesota, who holds the CFA credential. John charges a percentage of assets (0.65% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Twele Capital Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.65% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $578.5M across 201 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 1570378 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | twelecapital.com |
| Profile |
How John's firm compares
- Twele Capital Management's average account is about $2.9 million, from its Form ADV (assets managed divided by 201 accounts).
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Questions about John
Is John Twele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Twele 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 Twele Capital Management's website, checked October 30, 2026: 0.65% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is John Twele based?
John Twele is based in Minnetonka, Minnesota.
What credentials does John Twele hold?
John Twele holds the CFA credential.
Is John Twele registered with the SEC?
Yes. John Twele is registered as an investment adviser representative in MN and TX (CRD 1570378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twele Capital Management manage?
Twele Capital Management reports $578.5M across 201 accounts in assets under management.
How do I contact John Twele?
Through John's website, twelecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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
- Twele Capital Management 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.
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