Thao Truong is a CFP-designated registered investment advisor at Anora Wealth, based in San Marcos, CA, with 5 years of industry experience. Thao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.50% |
Investment Management services are only offered for Clients engaged in Ongoing Financial Planning. For Clients with less than $1,000,000 in assets under management, there is no additional fee for Investment Management services. For Clients with assets under management above $1,000,000, we charge a flat fee of 0.50%.
Fee Estimator
Location
San Marcos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Anora Wealth
Previous Registrations
Morton Wealth
Financial Alternatives, INC.
State Registrations1 state
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