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Winfield Scott Stauffer

Betterwealth LLC

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About Winfield Scott Stauffer

Winfield Scott Stauffer is a financial advisor at Betterwealth LLC, with offices in San Jose, California, and Park City, Utah. Winfield has been a registered investment advisor for over two decades. Winfield has worked with numerous clients, including high-net-worth individuals and families, pension and profit-sharing plans, corporations and other businesses. Winfield’s experience and qualifications have earned Winfield the prestigious Certified Financial Planner designation.

Firm Information

Winfield Stauffer is currently registered with Betterwealth LLC. Betterwealth LLC is an investment advisor headquartered in San Jose, CA, with approximately $501.7 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
Betterwealth LLC

1475 SARATOGA AVENUE

SAN JOSE, CA 95129

$501.73M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Winfield Stauffer’s Registration & Firm History

CA

03/05/2024 - Present

Betterwealth LLC (SAN JOSE CA)

NJ

11/19/2012 - 06/02/2015

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

CA

02/20/2002 - 10/08/2012

EDWARD JONES (CUPERTINO CA)

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Licenses & Designations

IA

Issued 09/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Winfield Scott Stauffer.
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