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Anora Wealth

Updated today

Client assets under management

$1,925,526

Clients

4

0% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

4

Low

Average account size

$481,382

About

The firm provides financial planning and investment management to individuals, high‑net‑worth clients, and employer retirement plans, and it also offers divorce financial analysis and retirement plan consulting. It operates as a fee‑only registered investment adviser and manages roughly $2.0 million for a very small client base.

Investment management is delivered in the context of ongoing financial planning, with portfolios constructed around asset allocation principles and a mix of passive and active funds, ETFs, outside managers, and model portfolios. Client relationships are organized with an annual service calendar and periodic reviews, and portfolios can be customized for tax considerations, socially responsible investing screens, and client‑imposed restrictions.

What is distinctive is the firm’s explicit retirement plan consulting and participant education services and its routine offering of educational seminars—services that are uncommon among similarly structured independent advisers. The firm’s lead planner holds CFP® and CDFA® credentials and combines divorce analysis with ongoing planning and plan‑sponsor work, an atypical service mix for a firm managing under $2 million in assets.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Divorce analysis

Expertise

Divorce financial planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fee for Divorce Analysis ranging from $3,000 to $6,000, fees negotiable.

Percentage

$0 - $1,000,000: 0.00% $1,000,000+: 0.50%

Other

Fee-only: Annual fixed fee for Ongoing Financial Planning ranging from $6,000 to $10,000, fees negotiable.

Main office location

Anora Wealth

979 Woodland Pkwy, Ste 101155

San Marcos CA 92069, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Thao T

CFP®

San Marcos, CA

Anora Wealth

Born and raised in Saigon, I moved to the U.S. alone at 16. Shortly after, my family’s business collapsed, and I became financially independent when I was still a teenager. That experience lit a fire in me—a desire to understand how money works, and how to use it to protect and empower the people we love. As I went deeper into the world of finance, spent over a decade working with leading private wealth management firms in California, I realized wealth isn't just about income or investments. It's about peace. It's about having choices. And it's about living a life that reflects who you are—not just what you’ve earned. Too often, we’re taught to chase someone else’s version of success. I’ve seen people climb hard, high, and fast—only to realize they were on the wrong mountain. That’s why I started Anora Wealth: to help people like you pause, get clear on your “why,” and build a financial life rooted in intention, not pressure. Today, I work with first-generation wealth builders, content creators, and women in transition to align their money with what matters most—so they can stop surviving, and start designing a life of clarity, calm, and confidence. Outside of work, I love learning new things, listening to podcasts, crafting, and spending time in nature. I stay active through boxing, cycling, hiking, tennis, and yoga. I’m fluent in Vietnamese, currently learning Mandarin, and know a bit of French.

Divorce financial planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Immigrants Women Professionals Gen Y/Millennials (Born 1980-1995)
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