Allora Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,705,304
Clients
16
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$731,582
About
Allora Wealth provides fiduciary financial advice to individuals, couples, families and small business owners, combining ongoing financial planning with discretionary investment management in a single bundled engagement. The firm operates as a solo-advisor practice with a small client base and does not offer portfolio management as a standalone service.
The firm’s investment work is grounded in Modern Portfolio Theory and a predominantly passive approach, using diversified index mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting when appropriate. Portfolios are implemented through selected custodial and web-based platforms that offer automated rebalancing and other digital features; clients are generally expected to use the firm’s recommended custodians.
Noteworthy distinctions include the firm’s bundled fee model with onboarding and minimum annual fees, a policy of executing trades on an individual-account basis rather than aggregating block trades, and a practice structure dependent on a single owner with no formal succession plan described. The firm also does not deliver separate written investment reports to management clients, instead relying on custodian statements and periodic reviews as part of the advisory relationship.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Flat fees for financial planning and consulting services starting at $5,000, increasing with complexity
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$400.00 per hour for financial planning and consulting services
Minimum fee: $5,000 for individuals, $7,500 for couples, and $10,000 for small business owners annually Fee-only: Financial planning and consulting services offered on flat-fee, hourly, or project basis; minimum flat/project fee $5,000; hourly rate $400 per hour
Main office location
Allora Wealth, LLC
Chula Vista CA, United States
Number of offices
1
Most active in
Allora Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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