BetterWealth LLC is a small investment advisory firm based out of San Jose, CA, with a single office. With a team of five dedicated professionals, four of whom specialize in investment advisory services, BetterWealth LLC is committed to providing top-notch financial guidance. On average, each investment advisor oversees approximately $96,460,000 in assets under management, which falls within the industry average. The firm's compensation structure is versatile, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. While 401(k) and individual accounts constitute less than 30%...