Joseph Williams
Precedent Wealth Partners · Houston, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Founders
- Executives
- Multi-generational families
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 |
| Assets under management | $685.0M across 790 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX · CRD 860333 |
| Exams passed | Series 63 (1985) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.precedentwealth.com |
| Profile |
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Questions about Joseph
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.
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
- Precedent Wealth Partners 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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