Parcion Private Wealth LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Parcion Private Wealth LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our maximum hourly rate is $500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Parcion Private Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All of our fees are negotiable, in our sole judgment.”
- “The annual fee is prorated and charged quarterly, in arrears, based on the average daily value of the assets during the prior quarter.”
- “In the event the Wealth Management Agreement is terminated, the fee for the final billing period is calculated from the beginning of the quarter through the effective date of the termination and the resulting fee billed to the client.”
How Parcion Private Wealth LLC’s fees compare
- Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
- 18 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Parcion Private Wealth LLC
“Parcion Private Wealth (“Parcion,” “we,” “our,” “us”) offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 28 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 165
- Employees
- 28
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $2,951,714,286
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305115
- Phone
- (425) 278-9555
Can advise clients in 8 states: Alaska, Arizona, California, Idaho, Oregon, Texas, Utah, Washington
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.