Sloane Elizabeth Bennett
Investment adviser representative at Precedent Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$685MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Precedent Wealth Partners, LLCAug 2024 to now
- Stephen F. Austin State UniversityJun 2023 to May 2024
- Woodland Hills Golf ClubJun 2022 to Apr 2024
- Tropical Smoothie CafeMay 2020 to Jul 2020
- Stephen F. Austin State UniversityAug 2019 to May 2023
- Oak Ridge High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precedent Wealth Partners, LLC
$685MAssets managed
201Clients
18Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8040384
- Firm CRD
- 325203