# Amol Desai

> Amol Desai is a fee-only financial advisor at Perceptive Wealth Advisors in Houston, Texas, who holds the CFA, CFP and MBA credentials. Amol charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $2,000 and 1% a year on the first tier of assets managed) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/amol-desai/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Perceptive Wealth Advisors
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,000; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $10.4M across 56 accounts
- **Credentials:** CFA, CFP, MBA
- **Specialties:** Tax planning, Retirement planning
- **Works with:** High earners, Newcomers (immigration)
- **CRD:** 7150664 (https://adviserinfo.sec.gov/individual/summary/7150664)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://perceptivewealth.com

## Frequently asked questions

### Is Amol Desai a fee-only financial advisor?

Yes. Amol Desai is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amol's firm.

### How does Amol charge for financial advice?

Amol charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Amol charge?

According to Perceptive Wealth Advisors's website, checked October 28, 2026: one-time plans from $2,000; 1% a year on the first tier of assets managed.

### Where is Amol Desai based?

Amol Desai is based in Houston, Texas.

### What does Amol specialize in?

Amol's specialties include tax planning and retirement planning. Amol works with high earners and newcomers (immigration).

### What credentials does Amol Desai hold?

Amol Desai holds the CFA, CFP and MBA credentials.

### Is Amol Desai registered with the SEC?

Yes. Amol Desai is registered as an investment adviser representative in TX (CRD 7150664), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Perceptive Wealth Advisors manage?

Perceptive Wealth Advisors reports $10.4M across 56 accounts in assets under management.

### How do I contact Amol Desai?

Through Amol's website, perceptivewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45597): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.perceptivewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.