Jesse Lownsbury
BetterWealth · San Jose, California
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).
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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 | $659.9M across 1,349 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA, TX · CRD 7395603 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | betterwealth.us |
| Profile |
How Jesse's firm compares
- BetterWealth's average account is about $489,000, from its Form ADV (assets managed divided by 1,349 accounts).
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Questions about Jesse
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- BetterWealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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