# Jodi Vleck

> Jodi Vleck is a fee-only financial advisor at Beta Wealth Group in San Diego, California, who holds the CFP credential. Jodi charges a percentage of assets (a $400,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jodi-vleck/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beta Wealth Group
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $400,000 asset minimum
- **Assets under management (firm):** $460.3M across 383 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4003056 (https://adviserinfo.sec.gov/individual/summary/4003056)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 65 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.betawealthgroup.com

## Frequently asked questions

### Is Jodi Vleck a fee-only financial advisor?

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

### How does Jodi charge for financial advice?

Jodi charges a percentage of assets.

### How much does Jodi charge?

According to Beta Wealth Group's website, checked October 30, 2026: a $400,000 asset minimum.

### Where is Jodi Vleck based?

Jodi Vleck is based in San Diego, California.

### What does Jodi specialize in?

Jodi's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jodi Vleck hold?

Jodi Vleck holds the CFP credential.

### Is Jodi Vleck registered with the SEC?

Yes. Jodi Vleck is registered as an investment adviser representative in CA (CRD 4003056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beta Wealth Group manage?

Beta Wealth Group reports $460.3M across 383 accounts in assets under management.

### How do I contact Jodi Vleck?

Through Jodi's website, www.betawealthgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4003056): 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
- The firm's website (https://www.betawealthgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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