Perceptive Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$4,000

“Comprehensive Financial Planning Comprehensive planning consists of one-time upfront fee of $1,000 - $4,000 and an ongoing minimum annual fee of $2,100 - $9,000, payable monthly or quarterly as per Client’s preference.”

Annual fee

$2,100⁠-⁠$9,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Perceptive Wealth Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The advisory fees may be negotiable under certain circumstances at the discretion of the advisor. 8 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic fund transfer or check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Perceptive Wealth Advisors LLC’s fees compare

• Its flat or project fee of $1,000-$4,000 spans the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 14 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $2,100-$9,000 spans the Texas median of $6,000. 48% of the 106 other Texas planners that publish an annual fee charge less.
• 10 of the 16 other planners in Houston that publish an annual fee charge less.

About Perceptive Wealth Advisors LLC

• Principal: Amol Desai
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Minimum

$2,100 minimum fee (stated in brochure)

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$10,401,858

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304880

Website

perceptivewealth.com (opens in new tab)

Phone

(713) 575-2712

Other planners in Houston that publish fees

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• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
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• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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