Firm
Perceptive Wealth Advisors
Houston, Texas
Fee-only
Perceptive Wealth Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 7 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 56 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | perceptivewealth.com |
| [email protected] | |
| Phone | (713) 575-2712 |
Perceptive Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"One-Time Upfront Fee : Starts at $2000. May change based on complexity" source
"$0 - $1,000,000 1% - subject to minimum of $4500*" source
"Ongoing Annual Fee : Based on the assets under management but subject to a minimum (payable monthly or quarterly)" source
"Ongoing Annual Fee : Based on the assets under management but subject to a minimum (payable monthly or quarterly)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 11 |
| High-net-worth clients | 7 |
| Accounts managed | 56 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 304880 |