Suzanne Cox
Betterwealth · San Jose, California
Suzanne Cox is a fee-only financial advisor at Betterwealth in San Jose, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 2318241 |
| Exams passed | Series 63 (1996) · Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.betterwealth.us |
How Suzanne'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 Suzanne
Is Suzanne Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne 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 Suzanne charge for financial advice?
Suzanne's firm, Betterwealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Suzanne Cox based?
Suzanne Cox is based in San Jose, California.
Is Suzanne Cox registered with the SEC?
Yes. Suzanne Cox is registered as an investment adviser representative in CA (CRD 2318241), 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 Suzanne Cox?
Through Suzanne'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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