# Billy Desai

> Billy Desai is a fee-only financial advisor at Analog Capital Partners in Houston, Texas, who holds the CFA credential. Billy charges a percentage of assets (0.6%–1% a year of assets managed) and focuses on tax planning, estate & legacy planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/billy-desai/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Analog Capital Partners
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.6%–1% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $92.8M across 493 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit), Retirement planning, Family wealth transfer
- **Works with:** Founders, Retirees, Pre-retirees, Ultra high net worth, Multi-generational families
- **CRD:** 4087988 (https://adviserinfo.sec.gov/individual/summary/4087988)
- **SEC registration:** Investment adviser representative in CA, CO, FL, LA, MD, TX, VA
- **Exams passed:** Series 63 (2000)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.acpfo.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Billy holds no broker registration, and Analog Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Billy charge for financial advice?

Billy charges a percentage of assets.

### How much does Billy charge?

According to Analog Capital Partners's website, checked October 30, 2026: 0.6%–1% a year of assets managed.

### Where is Billy Desai based?

Billy Desai is based in Houston, Texas.

### What does Billy specialize in?

Billy's specialties include tax planning, estate & legacy planning, founders (pre-exit), retirement planning and family wealth transfer. Billy works with founders, retirees, pre-retirees, ultra high net worth and multi-generational families.

### What credentials does Billy Desai hold?

Billy Desai holds the CFA credential.

### Is Billy Desai registered with the SEC?

Yes. Billy Desai is registered as an investment adviser representative in CA, CO, FL, LA, MD, TX and VA (CRD 4087988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Analog Capital Partners manage?

Analog Capital Partners reports $92.8M across 493 accounts in assets under management.

### How do I contact Billy Desai?

Through Billy's website, www.acpfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4087988): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.acpfo.com/): specialties, clients served, and fees, checked October 30, 2026

---

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