Firm
Precedent Wealth Partners
Houston, Texas
Fee-only
Facts
| Based in | Houston, Texas |
|---|---|
| Website | precedentwealth.com |
| Phone | (713) 244-6450 |
Precedent Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 to $2 million 1.00%" source
"Asset managed by Precedent Wealth Partners Annual % fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $685 million |
| Individual clients | 123 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 325203 |