# Thao Truong

> Thao Truong is a fee-only financial advisor at Anora Wealth in San Marcos, California, who holds the CFP and CDFA credentials. Thao focuses on divorce financial planning. Anora Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thao-truong/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Anora Wealth
- **Based in:** San Marcos, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.9M across 14 accounts
- **Credentials:** CFP, CDFA
- **Specialties:** Divorce financial planning
- **Works with:** Divorced individuals, Mid-life transitions, High earners
- **CRD:** 7247090 (https://adviserinfo.sec.gov/individual/summary/7247090)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://anorawealth.com

## Frequently asked questions

### Is Thao Truong a fee-only financial advisor?

Yes. Thao Truong is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thao's firm.

### How does Thao charge for financial advice?

Thao's firm, Anora Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Thao Truong based?

Thao Truong is based in San Marcos, California.

### What does Thao specialize in?

Thao's specialties include divorce financial planning. Thao works with divorced individuals, mid-life transitions and high earners.

### What credentials does Thao Truong hold?

Thao Truong holds the CFP and CDFA credentials.

### Is Thao Truong registered with the SEC?

Yes. Thao Truong is registered as an investment adviser representative in CA (CRD 7247090), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Anora Wealth manage?

Anora Wealth reports $1.9M across 14 accounts in assets under management.

### How do I contact Thao Truong?

Through Thao's website, anorawealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/thao-truong-18374): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.anorawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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