# Brian Betz

> Brian Betz is a fee-only financial advisor at Percension Wealth Advisors in Sammamish, Washington. Percension Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-betz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Percension Wealth Advisors
- **Based in:** Sammamish, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $27.1M across 149 accounts
- **CRD:** 5740648 (https://adviserinfo.sec.gov/individual/summary/5740648)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.percension.com

## Frequently asked questions

### Is Brian Betz a fee-only financial advisor?

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

### How does Brian charge for financial advice?

Brian's firm, Percension Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Betz based?

Brian Betz is based in Sammamish, Washington.

### Is Brian Betz registered with the SEC?

Yes. Brian Betz is registered as an investment adviser representative in CA and WA (CRD 5740648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Percension Wealth Advisors manage?

Percension Wealth Advisors reports $27.1M across 149 accounts in assets under management.

### How do I contact Brian Betz?

Through Brian's website, www.percension.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5740648): 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

---

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