Anora Wealth logo

Anora Wealth

Updated today

Client AUM

$1,925,526

Clients

4

Advisors

1

of 1 employees

About

The firm provides financial planning and investment management to individuals, high‑net‑worth clients, and employer retirement plans, and it also offers divorce financial analysis and retirement plan consulting. It operates as a fee‑only registered investment adviser and manages roughly $2.0 million for a very small client base.

Investment management is delivered in the context of ongoing financial planning, with portfolios constructed around asset allocation principles and a mix of passive and active funds, ETFs, outside managers, and model portfolios. Client relationships are organized with an annual service calendar and periodic reviews, and portfolios can be customized for tax considerations, socially responsible investing screens, and client‑imposed restrictions.

What is distinctive is the firm’s explicit retirement plan consulting and participant education services and its routine offering of educational seminars—services that are uncommon among similarly structured independent advisers. The firm’s lead planner holds CFP® and CDFA® credentials and combines divorce analysis with ongoing planning and plan‑sponsor work, an atypical service mix for a firm managing under $2 million in assets.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Divorce analysis

Expertise

Divorce financial planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee for Divorce Analysis ranging from $3,000 to $6,000, fees negotiable.

Percentage

$0 - $1,000,000: 0.00% $1,000,000+: 0.50%

Other

Fee-only: Annual fixed fee for Ongoing Financial Planning ranging from $6,000 to $10,000, fees negotiable.

Main office

979 Woodland Pkwy, Ste 101155

San Marcos CA 92069

Advisors at this office

1

Most active in

California

Also doing business as

Anora Wealth · Anora Wealth, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Thao T

CFP®, CDFA®

San Marcos, CA

Anora Wealth

Born and raised in Saigon, I moved to the U.S. alone at 16. Shortly after, my family’s business collapsed, and I became financially independent when I was still a teenager. That experience lit a fire in me—a desire to understand how money works, and how to use it to protect and empower the people we love. As I went deeper into the world of finance, spent over a decade working with leading private wealth management firms in California, I realized wealth isn't just about income or investments. It's about peace. It's about having choices. And it's about living a life that reflects who you are—not just what you’ve earned. Too often, we’re taught to chase someone else’s version of success. I’ve seen people climb hard, high, and fast—only to realize they were on the wrong mountain. That’s why I started Anora Wealth: to help people like you pause, get clear on your “why,” and build a financial life rooted in intention, not pressure. Today, I work with first-generation wealth builders, content creators, and women in transition to align their money with what matters most—so they can stop surviving, and start designing a life of clarity, calm, and confidence. Outside of work, I love learning new things, listening to podcasts, crafting, and spending time in nature. I stay active through boxing, cycling, hiking, tennis, and yoga. I’m fluent in Vietnamese, currently learning Mandarin, and know a bit of French.

Cross-border & expatriate issues Immigrants Women Professionals Gen Y/Millennials (Born 1980-1995)
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)