Kathleen Carbone
Parcion Private Wealth · Bellevue, Washington
Kathleen Carbone is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFP credential. Kathleen focuses on family wealth transfer. Parcion Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Parcion Private Wealth |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.95B across 1,871 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6183322 |
| Exams passed | Series 66 (2015) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Kathleen's firm compares
- Parcion Private Wealth's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about Kathleen
Is Kathleen Carbone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Parcion Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Carbone based?
Kathleen Carbone is based in Bellevue, Washington.
What does Kathleen specialize in?
Kathleen's specialties include family wealth transfer. Kathleen works with founders and multi-generational families.
What credentials does Kathleen Carbone hold?
Kathleen Carbone holds the CFP credential.
Is Kathleen Carbone registered with the SEC?
Yes. Kathleen Carbone is registered as an investment adviser representative in WA (CRD 6183322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parcion Private Wealth manage?
Parcion Private Wealth reports $2.95B across 1,871 accounts in assets under management.
How do I contact Kathleen Carbone?
Through Kathleen's website, www.parcionpw.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
- Parcion 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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