Winfield Stauffer is a CFP-designated registered investment advisor at Betterwealth LLC, based in San Jose, CA, with 19 years of industry experience. Winfield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 342 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable. BetterWealth aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints.
Fee Estimator
Location
1475 Saratoga Avenue, Suite 200, San Jose, CA, 95129
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Betterwealth LLC
Previous Registrations
Wealth Design, LLC
Edward Jones
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.