Winfield Stauffer
Betterwealth · San Jose, California
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.
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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, UT · CRD 4488351 |
| Exams passed | Series 63 (2002) · Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.betterwealth.us |
How Winfield'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 Winfield
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.
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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