Justin Henne
Twele Capital Management · Minnetonka, Minnesota
Justin Henne is a fee-only financial advisor at Twele Capital Management in Minnetonka, Minnesota, who holds the CFA credential. Justin 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 · CRD 6971754 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | twelecapital.com |
How Justin'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 Justin
Is Justin Henne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?
Justin charges a percentage of assets.
How much does Justin 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 Justin Henne based?
Justin Henne is based in Minnetonka, Minnesota.
What credentials does Justin Henne hold?
Justin Henne holds the CFA credential.
Is Justin Henne registered with the SEC?
Yes. Justin Henne is registered as an investment adviser representative in MN (CRD 6971754), 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 Justin Henne?
Through Justin'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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