# Joseph Williams

> Joseph Williams is a fee-only financial advisor at Precedent Wealth Partners in Houston, Texas, who holds the CFP and PFS credentials. Joseph 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/joseph-williams-860333/
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
- **Credentials:** CFP, PFS
- **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:** 860333 (https://adviserinfo.sec.gov/individual/summary/860333)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1985)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.precedentwealth.com/

## Frequently asked questions

### Is Joseph Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

Joseph charges a percentage of assets.

### How much does Joseph charge?

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

### Where is Joseph Williams based?

Joseph Williams is based in Houston, Texas.

### What does Joseph specialize in?

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

### What credentials does Joseph Williams hold?

Joseph Williams holds the CFP and PFS credentials.

### Is Joseph Williams registered with the SEC?

Yes. Joseph Williams is registered as an investment adviser representative in TX (CRD 860333), 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 Joseph Williams?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/860333): 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.