Jodi Vleck
Beta Wealth Group · San Diego, California
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.
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Specialties
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 | $460.3M across 383 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4003056 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.betawealthgroup.com |
| Profile |
How Jodi's firm compares
- Beta Wealth Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 383 accounts).
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Questions about Jodi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Beta Wealth Group 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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