Amol Desai
Perceptive Wealth Advisors · Houston, Texas
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.
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Specialties
Who they serve
- High earners
- Newcomers (immigration)
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 | $10.4M across 56 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 7150664 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | perceptivewealth.com |
| Profile |
How Amol's firm compares
- A one-time plan starts at $2,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- Perceptive Wealth Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Amol
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Perceptive Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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