Anuj Patel
Truvestor · Suwanee, Georgia
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.
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Specialties
Facts
| Firm | Truvestor |
|---|---|
| Based in | Suwanee, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $74.0M across 156 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX, VA · CRD 6645178 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.truvestorwealth.com |
How Anuj's firm compares
- Truvestor's average account is about $474,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Anuj
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Truvestor website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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