# Jesse Lownsbury

> Jesse Lownsbury is a fee-only financial advisor at BetterWealth in San Jose, California, who holds the CFP and CPA credentials. Jesse charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jesse-lownsbury/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BetterWealth
- **Based in:** San Jose, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $659.9M across 1,349 accounts
- **Credentials:** CFP, CPA
- **CRD:** 7395603 (https://adviserinfo.sec.gov/individual/summary/7395603)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://betterwealth.us

## Frequently asked questions

### Is Jesse Lownsbury a fee-only financial advisor?

Yes. Jesse Lownsbury is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jesse's firm.

### How does Jesse charge for financial advice?

Jesse charges a percentage of assets.

### How much does Jesse charge?

According to BetterWealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Jesse Lownsbury based?

Jesse Lownsbury is based in San Jose, California.

### What credentials does Jesse Lownsbury hold?

Jesse Lownsbury holds the CFP and CPA credentials.

### Is Jesse Lownsbury registered with the SEC?

Yes. Jesse Lownsbury is registered as an investment adviser representative in CA and TX (CRD 7395603), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BetterWealth manage?

BetterWealth reports $659.9M across 1,349 accounts in assets under management.

### How do I contact Jesse Lownsbury?

Through Jesse's website, betterwealth.us.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39358): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://betterwealth.us/): specialties, clients served, and fees, checked October 28, 2026

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