PlannerFees

Precedent Wealth Partners, LLC fees and pricing

Financial planner in Houston, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Precedent Wealth Partners, LLC charges $500 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees range from $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Precedent Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the percentage of Plan assets under management.”
  • “You should review all statements and invoices for accuracy.”

How Precedent Wealth Partners, LLC’s fees compare

  • Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
  • 60 of the 67 other planners in Houston that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 30 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Precedent Wealth Partners, LLC

“Upon your request, the Firm provides a summary of observations and recommendations for the financial planning or consulting aspects of this service.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 12 employees.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
200
Employees
12
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed
$685,046,783
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
325203
Website
precedentwealth.com (opens in new tab)
Phone
(713) 244-6450

Can advise clients in 3 states: Florida, Louisiana, Texas

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