Kyle Smith
Precedent Wealth Partners · Houston, Texas
Kyle Smith is a fee-only financial advisor at Precedent Wealth Partners in Houston, Texas. Kyle 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 |
| SEC registration | Investment adviser representative in TX · CRD 8006498 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.precedentwealth.com |
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Questions about Kyle
Is Kyle Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle 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 Kyle charge for financial advice?
Kyle charges a percentage of assets.
How much does Kyle charge?
According to Precedent Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Kyle Smith based?
Kyle Smith is based in Houston, Texas.
What does Kyle specialize in?
Kyle's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, equity compensation and founders (pre-exit). Kyle works with retirees, pre-retirees, early-career professionals, founders and executives.
Is Kyle Smith registered with the SEC?
Yes. Kyle Smith is registered as an investment adviser representative in TX (CRD 8006498), 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 Kyle Smith?
Through Kyle'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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