# Dallas Trahern

> Dallas Trahern is a fee-only financial advisor at Precedent Wealth Partners in Houston, Texas. Dallas charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/dallas-trahern/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Precedent Wealth Partners
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $685.0M across 790 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Equity compensation, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Early-career professionals, Founders, Executives, Multi-generational families
- **CRD:** 8201481 (https://adviserinfo.sec.gov/individual/summary/8201481)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.precedentwealth.com/

## Frequently asked questions

### Is Dallas Trahern a fee-only financial advisor?

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

### How does Dallas charge for financial advice?

Dallas charges a percentage of assets.

### How much does Dallas charge?

According to Precedent Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Dallas Trahern based?

Dallas Trahern is based in Houston, Texas.

### What does Dallas specialize in?

Dallas's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, equity compensation and founders (pre-exit). Dallas works with retirees, pre-retirees, early-career professionals, founders and executives.

### Is Dallas Trahern registered with the SEC?

Yes. Dallas Trahern is registered as an investment adviser representative in TX (CRD 8201481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Precedent Wealth Partners manage?

Precedent Wealth Partners reports $685.0M across 790 accounts in assets under management.

### How do I contact Dallas Trahern?

Through Dallas's website, www.precedentwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8201481): 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
- The firm's website (https://precedentwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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