Sloane Bennett
Precedent Wealth Partners · Houston, Texas
Sloane Bennett is a fee-only financial advisor at Precedent Wealth Partners in Houston, Texas. Sloane 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.
Request an introduction to Sloane →
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 8040384 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.precedentwealth.com |
Request an introduction to Sloane
Tell Sloane a little about what you're looking for. Sloane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sloane
Is Sloane Bennett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sloane 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 Sloane charge for financial advice?
Sloane charges a percentage of assets.
How much does Sloane charge?
According to Precedent Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Sloane Bennett based?
Sloane Bennett is based in Houston, Texas.
What does Sloane specialize in?
Sloane's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, equity compensation and founders (pre-exit). Sloane works with retirees, pre-retirees, early-career professionals, founders and executives.
Is Sloane Bennett registered with the SEC?
Yes. Sloane Bennett is registered as an investment adviser representative in TX (CRD 8040384), 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 Sloane Bennett?
Through Sloane'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.
See something wrong? Request a correction. Read our methodology.