Winfield Stauffer is a CFP-designated registered investment advisor at Betterwealth LLC, based in Park City, UT, with 20 years of industry experience. Winfield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 378 clients with $660M 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 and billed quarterly in advance. Household accounts are aggregated for breakpoints.
Fee Estimator
Location
Park City, UT
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.
Exams
More Advisors
- Justin Falzone, CFPMdrn Wealth
- Lloyd Yamada, CFPFarther
- Jeffrey Gumeson, CFAThe Caprock Group, LLC
- Douglas Kobak, CFPMain Line Group Wealth Management, LLC
- Vincent Colon, CFPMML Investors Services, LLC
- Jonathan Brogaard, CFAGaard Capital LLC