Firm
BetterWealth
San Jose, California
Fee-only
BetterWealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 373 individual clients, 215 of them high net worth.
- Its average account is about $489,000 (assets it manages divided by its 1,349 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | betterwealth.us |
| [email protected] | |
| Phone | (866) 659-2522 |
BetterWealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $660 million |
| Individual clients | 158 |
| High-net-worth clients | 215 |
| Accounts managed | 1,349 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-96317) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 226661 |