Betterwealth LLC

BetterWealth LLC is a financial advisory firm based in San Jose, California, established in 2015 by Scott Stauffer and Andrew Howard. The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. BetterWealth operates as a limited liability company and acts as a fiduciary, always prioritizing clients' best interests. The firm emphasizes open communication and tailors its services to meet clients' financial goals while considering risk tolerance and time horizons. As a registered investment adviser, BetterWealth is committed to acting in the best interest of clients, providing suitable advice, and seeking best execution of client transactions. The firm offers wealth management services, including asset management and financial planning, utilizing mutual funds, ETFs, and short-term fixed income instruments. BetterWealth also provides sub-advisory services, leveraging third-party investment advisory firms to aid in portfolio management. Clients of BetterWealth have the option for discretionary management, allowing the firm to execute securities transactions and determine investment strategies on their behalf. The firm does not charge performance-based fees or commissions on securities sales in advisory accounts. BetterWealth's fee structure is based on a percentage of assets under management, billed quarterly in advance. The firm does not participate in wrap fee programs and manages over $558 million in regulatory assets under management as of December 31, 2024. BetterWealth does not accept commissionable securities sales and does not allow clients to direct specific broker-dealers for transactions. The firm emphasizes transparency and compliance with federal