Fee-only adviser · San Marcos, CA
Anora Wealth
Anora Wealth is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Marcos, California. On its latest Form ADV, filed April 14, 2026, it reports $1.9M in regulatory assets under management, 4 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 337437 |
| Office | 979 Woodland Pkwy Ste 101155 San Marcos, CA 92069 |
| Phone | (858) 250-0880 |
| Website | www.anorawealth.com |
| Regulatory assets under management | $1.9M |
| Individual clients | 4 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Marcos
- Cardiff Park Advisors $3.0B
- Hemispheres Investment Management $18M
- McWilliams Asset Management Inc. $8.0M
See all 4 fee-only advisers in San Marcos →
Nearby
- Encinitas 10 firms
- Carlsbad 17 firms
- Rancho Santa Fe 7 firms
- Vista 1 firm
- Escondido 5 firms
- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Solana Beach 4 firms
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