# Winfield Stauffer

> Winfield Stauffer 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.

Page: https://find.wellspent.co/advisors/winfield-stauffer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Betterwealth
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $659.9M across 1,349 accounts
- **Credentials:** CFP
- **CRD:** 4488351 (https://adviserinfo.sec.gov/individual/summary/4488351)
- **SEC registration:** Investment adviser representative in CA, TX, UT
- **Exams passed:** Series 63 (2002), Series 65 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.betterwealth.us

## Frequently asked questions

### Is Winfield Stauffer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Winfield 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 Winfield charge for financial advice?

Winfield's firm, Betterwealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Winfield Stauffer based?

Winfield Stauffer is based in San Jose, California.

### What credentials does Winfield Stauffer hold?

Winfield Stauffer holds the CFP credential.

### Is Winfield Stauffer registered with the SEC?

Yes. Winfield Stauffer is registered as an investment adviser representative in CA, TX and UT (CRD 4488351), 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 Winfield Stauffer?

Through Winfield's website, www.betterwealth.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4488351): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.