Thao Truong
Anora Wealth · San Marcos, California
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.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
- High earners
Facts
| Firm | Anora Wealth |
|---|---|
| Based in | San Marcos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.9M across 14 accounts |
| Credentials | CFP · CDFA |
| SEC registration | Investment adviser representative in CA · CRD 7247090 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | anorawealth.com |
| Profile |
How Thao's firm compares
- Anora Wealth's average account is about $138,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Thao
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Anora Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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