Anora Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“Fixed fee rates range from $3,000 to $6,000.”

Annual fee

$6,000⁠-⁠$10,000/yr

“We charge an annual fixed fee for Ongoing Financial Planning, ranging from $6,000 to $10,000.”

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

How Anora Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid monthly in advance based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Anora Wealth’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $6,000-$10,000 spans the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.

About Anora Wealth

• Principal: Thao Truong
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$1,925,526

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337437

Website

anorawealth.com (opens in new tab)

Phone

(858) 250-0880

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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