# Jodee Lownsbury

> Jodee Lownsbury is a fee-only financial advisor at Betterwealth in San Jose, California, who holds the CFP credential. Betterwealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jodee-lownsbury/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Betterwealth
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $659.9M across 1,349 accounts
- **Credentials:** CFP
- **CRD:** 6228330 (https://adviserinfo.sec.gov/individual/summary/6228330)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.betterwealth.us

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jodee holds no broker registration, and Betterwealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jodee charge for financial advice?

Jodee's firm, Betterwealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jodee Lownsbury based?

Jodee Lownsbury is based in San Jose, California.

### What credentials does Jodee Lownsbury hold?

Jodee Lownsbury holds the CFP credential.

### Is Jodee Lownsbury registered with the SEC?

Yes. Jodee Lownsbury is registered as an investment adviser representative in CA (CRD 6228330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Betterwealth manage?

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

### How do I contact Jodee Lownsbury?

Through Jodee's website, www.betterwealth.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6228330): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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