Bennett Wood
Surience Private Wealth · Yakima, Washington
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Surience Private Wealth |
|---|---|
| Based in | Yakima, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $124.0M across 318 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 8094407 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.surience.com |
How Bennett's firm compares
- Surience Private Wealth's average account is about $390,000, from its Form ADV (assets managed divided by 318 accounts).
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Questions about Bennett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Surience Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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