Brian Betz
Percension Wealth Advisors · Sammamish, Washington
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.
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Facts
| Firm | Percension Wealth Advisors |
|---|---|
| Based in | Sammamish, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $27.1M across 149 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 5740648 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.percension.com |
| Profile |
How Brian's firm compares
- Percension Wealth Advisors's average account is about $182,000, from its Form ADV (assets managed divided by 149 accounts).
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Questions about Brian
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.
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
- 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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