Firm
Beta Wealth Group
San Diego, California
Fee-only
Beta Wealth Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 378 individual clients, 164 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 383 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | betawealthgroup.com |
| [email protected] | |
| Phone | (858) 207-3377 |
Beta Wealth Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $400,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Full-service wealth management typically begins at $400,000 or more, depending on service complexity." source
"Full-service wealth management typically begins at $400,000 or more, depending on service complexity." source
"Our fee is a percentage of the assets we manage" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $460 million |
| Individual clients | 214 |
| High-net-worth clients | 164 |
| Accounts managed | 383 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-77060) |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 165224 |