Nora Wilson
Truewater Wealth · Ponte Vedra Beach, Florida
Nora Wilson is a fee-only financial advisor at Truewater Wealth in Ponte Vedra Beach, Florida. Nora charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning.
Request an introduction to Nora →
Specialties
Facts
| Firm | Truewater Wealth |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $74.3M across 336 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 6094841 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | truewaterwealth.com |
How Nora's firm compares
- Truewater Wealth's average account is about $221,000, from its Form ADV (assets managed divided by 336 accounts).
Request an introduction to Nora
Tell Nora a little about what you're looking for. Nora isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nora
Is Nora Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nora holds no broker registration, and Truewater Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nora charge for financial advice?
Nora charges a percentage of assets.
How much does Nora charge?
According to Truewater Wealth's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Nora Wilson based?
Nora Wilson is based in Ponte Vedra Beach, Florida.
What does Nora specialize in?
Nora's specialties include tax planning.
Is Nora Wilson registered with the SEC?
Yes. Nora Wilson is registered as an investment adviser representative in FL and GA (CRD 6094841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truewater Wealth manage?
Truewater Wealth reports $74.3M across 336 accounts in assets under management.
How do I contact Nora Wilson?
Through Nora's website, truewaterwealth.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
- Truewater Wealth 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.
See something wrong? Request a correction. Read our methodology.