Robert Schneeweis
Yes Wealth Management · Mahtomedi, Minnesota
Robert Schneeweis is a fee-only financial advisor at Yes Wealth Management in Mahtomedi, Minnesota. Robert focuses on sustainable & impact investing and estate & legacy planning. Yes Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Yes Wealth Management |
|---|---|
| Based in | Mahtomedi, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $127.5M across 299 accounts |
| SEC registration | Investment adviser representative in MN · CRD 2012770 |
| Exams passed | Series 63 (1990) · Series 66 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yeswealth.com |
How Robert's firm compares
- Yes Wealth Management's average account is about $426,000, from its Form ADV (assets managed divided by 299 accounts).
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Questions about Robert
Is Robert Schneeweis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Yes Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Yes Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Robert work with clients virtually?
Yes. Yes Wealth Management says on its website that it works with clients remotely.
Where is Robert Schneeweis based?
Robert Schneeweis is based in Mahtomedi, Minnesota.
What does Robert specialize in?
Robert's specialties include sustainable & impact investing and estate & legacy planning.
Is Robert Schneeweis registered with the SEC?
Yes. Robert Schneeweis is registered as an investment adviser representative in MN (CRD 2012770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yes Wealth Management manage?
Yes Wealth Management reports $127.5M across 299 accounts in assets under management.
How do I contact Robert Schneeweis?
Through Robert's website, yeswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mahtomedi
Other advisors in Minnesota who focus on sustainable & impact investing
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
- Yes Wealth 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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