Tatum Duffie
Precedent Wealth Partners · Houston, Texas
Tatum Duffie is a fee-only financial advisor at Precedent Wealth Partners in Houston, Texas. Tatum 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 8057923 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.precedentwealth.com |
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Questions about Tatum
Is Tatum Duffie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tatum 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 Tatum charge for financial advice?
Tatum charges a percentage of assets.
How much does Tatum charge?
According to Precedent Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Tatum Duffie based?
Tatum Duffie is based in Houston, Texas.
What does Tatum specialize in?
Tatum's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, equity compensation and founders (pre-exit). Tatum works with retirees, pre-retirees, early-career professionals, founders and executives.
Is Tatum Duffie registered with the SEC?
Yes. Tatum Duffie is registered as an investment adviser representative in TX (CRD 8057923), 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 Tatum Duffie?
Through Tatum'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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