Kevin Penner
Parcion Private Wealth · Bellevue, Washington
Kevin Penner is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFP credential. Kevin 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 6670953 |
| Exams passed | Series 65 (2016) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Kevin'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 Kevin
Is Kevin Penner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Penner based?
Kevin Penner is based in Bellevue, Washington.
What does Kevin specialize in?
Kevin's specialties include family wealth transfer. Kevin works with founders and multi-generational families.
What credentials does Kevin Penner hold?
Kevin Penner holds the CFP credential.
Is Kevin Penner registered with the SEC?
Yes. Kevin Penner is registered as an investment adviser representative in WA (CRD 6670953), 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 Kevin Penner?
Through Kevin'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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