Betterwealth LLC (CRD# 226661) is a financial advisory firm headquartered in San Jose, CA. They manage $110,400,000 in 615 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts615ACCOUNTS
Average Account Value$179,512
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX
Winfield Stauffer (CRD# 4488351) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 15 years of experience in the finance industry. Winfield Stauffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Suzanne Cox (CRD# 2318241) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 21 years of experience in the finance industry.