Andrew Howard
Betterwealth · San Jose, California
Andrew Howard is a fee-only financial advisor at Betterwealth in San Jose, California, who holds the CFP credential. Betterwealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Betterwealth |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $659.9M across 1,349 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4752191 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.betterwealth.us |
How Andrew's firm compares
- Betterwealth's average account is about $489,000, from its Form ADV (assets managed divided by 1,349 accounts).
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Questions about Andrew
Is Andrew Howard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Betterwealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Betterwealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Howard based?
Andrew Howard is based in San Jose, California.
What credentials does Andrew Howard hold?
Andrew Howard holds the CFP credential.
Is Andrew Howard registered with the SEC?
Yes. Andrew Howard is registered as an investment adviser representative in CA and TX (CRD 4752191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Betterwealth manage?
Betterwealth reports $659.9M across 1,349 accounts in assets under management.
How do I contact Andrew Howard?
Through Andrew's website, www.betterwealth.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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