# Anuj Patel

> Anuj Patel is a fee-only financial advisor at Truvestor in Suwanee, Georgia, who holds the CFA credential. Anuj focuses on retirement planning and estate & legacy planning. Truvestor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Truvestor
- **Based in:** Suwanee, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $74.0M across 156 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6645178 (https://adviserinfo.sec.gov/individual/summary/6645178)
- **SEC registration:** Investment adviser representative in GA, TX, VA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.truvestorwealth.com

## Frequently asked questions

### Is Anuj Patel a fee-only financial advisor?

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

### How does Anuj charge for financial advice?

Anuj's firm, Truvestor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anuj Patel based?

Anuj Patel is based in Suwanee, Georgia.

### What does Anuj specialize in?

Anuj's specialties include retirement planning and estate & legacy planning.

### What credentials does Anuj Patel hold?

Anuj Patel holds the CFA credential.

### Is Anuj Patel registered with the SEC?

Yes. Anuj Patel is registered as an investment adviser representative in GA, TX and VA (CRD 6645178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Truvestor manage?

Truvestor reports $74.0M across 156 accounts in assets under management.

### How do I contact Anuj Patel?

Through Anuj's website, www.truvestorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6645178): 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 (http://www.truvestorwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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