Terrance Cook
Parcion Private Wealth · Bellevue, Washington
Terrance Cook is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington. Terrance 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 |
| SEC registration | Investment adviser representative in TX, WA · CRD 2363262 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 28 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.parcionpw.com |
| Profile |
How Terrance'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 Terrance
Is Terrance Cook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrance 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 Terrance charge for financial advice?
Terrance's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terrance Cook based?
Terrance Cook is based in Bellevue, Washington.
What does Terrance specialize in?
Terrance's specialties include family wealth transfer. Terrance works with founders and multi-generational families.
Is Terrance Cook registered with the SEC?
Yes. Terrance Cook is registered as an investment adviser representative in TX and WA (CRD 2363262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Terrance Cook?
Through Terrance'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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