Beta Wealth Group, Inc fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Beta Wealth Group, Inc charges $450 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“The maximum hourly fee to be charged will not exceed $450.”
- Flat or project fee
- $1,500-$10,000
“Flat fees generally range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beta Wealth Group, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the accounts(s), as of the last day of the prior quarter.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the accounts(s), within the Beta Asset Management Strategy, as of the last day of the prior quarter.”
How Beta Wealth Group, Inc’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 62 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
- 37 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Beta Wealth Group, Inc
“Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 378
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $460,254,498
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165224
- Phone
- (858) 207-3377
Can advise clients in 6 states: Arizona, California, Massachusetts, Texas, Utah, Washington
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.