# Bennett Wood

> Bennett Wood is a fee-only financial advisor at Surience Private Wealth in Yakima, Washington. Bennett focuses on family wealth transfer. Surience Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bennett-wood/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Surience Private Wealth
- **Based in:** Yakima, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $124.0M across 318 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 8094407 (https://adviserinfo.sec.gov/individual/summary/8094407)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.surience.com

## Frequently asked questions

### Is Bennett Wood a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bennett holds no broker registration, and Surience Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bennett charge for financial advice?

Bennett's firm, Surience Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Bennett Wood based?

Bennett Wood is based in Yakima, Washington.

### What does Bennett specialize in?

Bennett's specialties include family wealth transfer. Bennett works with multi-generational families.

### Is Bennett Wood registered with the SEC?

Yes. Bennett Wood is registered as an investment adviser representative in TX and WA (CRD 8094407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Surience Private Wealth manage?

Surience Private Wealth reports $124.0M across 318 accounts in assets under management.

### How do I contact Bennett Wood?

Through Bennett's website, www.surience.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8094407): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://surience.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.