Nora Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,801,583
Clients
38
Advisors
2
of 2 employees
About
Nora Wealth is a fee‑only financial planning and investment advisory firm that serves individuals (including high‑net‑worth clients), trusts, businesses, and retirement plans. Its services include discretionary asset management, comprehensive and ongoing financial planning, 401(k)/403(b) participant consulting, and ERISA plan services including acting as a 3(38) investment manager.
The firm documents client objectives with investment policy statements and tailors strategies using fundamental, technical, and cyclical analysis; it accepts discretionary trading authority and may engage sub‑advisors to implement portions of client portfolios. Account reviews are performed at least semi‑annually, clients receive custodial statements and quarterly performance reports, and client‑imposed investment restrictions are accommodated.
Distinctive features include a relatively large asset base managed by a very small, founder‑owned advisory team (roughly $83.7 million AUM across a modest client roster), and a formal succession arrangement with an external firm to address continuity. The firm also offers no‑fee public seminars and workshops and indicates the use of client testimonials in advertising—practices that are less common among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial planning flat fees range from $1,800 to $6,500; seminars/workshops are free
$0 - $500,000: Flat fee $5,000 annually $500,000 - $1,500,000: 1.00% annually on first $1,000,000 plus 0.75% on next $500,000 $1,500,000 - $3,500,000: 0.75% on assets $500,000 to $1,000,000 plus 0.60% on next $2,000,000 $3,500,000+: 0.50% on assets above $5,000,000
$250 per hour for limited scope financial planning services
Ongoing financial planning annual fees range from $1,800 to $20,000 billed quarterly (waived if Wealth Advisory Agreement exists)
Account minimum: $250,000 Minimum fee: Flat fee of $5,000 annually for assets under $500,000 for Asset Management and 401(k)/403(b) Consulting Services and ERISA Plan Services Fee-only: Financial planning fees ranging from $1,800 to $6,500 for comprehensive plans; $250 per hour for limited scope projects; ongoing financial planning annual fees from $1,800 to $20,000 (waived if separate Wealth Advisory Agreement exists)
Main office
1201 Peachtree Street NE, Building 400, Suite 100
Atlanta GA 30361
Advisors at this office
2
Most active in
Georgia · Texas
Also doing business as
Nora Wealth · Nora Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kathy W
CFP®, Series 65
Atlanta, GA
Nora Wealth
Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.
Mindy E
Series 65
Atlanta, GA
Nora Wealth
Mindy Evans is a financial advisor at Nora Wealth with a Series 65 credential and one year of industry experience. Prior to joining Nora Wealth, she was involved in entrepreneurial ventures including Nostalchics and Dog Bites Bakery. Nora Wealth is a fee-only financial planning and investment advisory firm serving individuals, trusts, businesses, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and manages approximately $83.7 million in assets with a small, founder-owned team.
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