Nora Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,695,597
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
58% 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
38
HighAverage account size
$2,097,253
About
Nora Wealth Advisors, LLC is a fee-only, independent advisory firm run by a single advisor that reported approximately $83.7 million in discretionary assets for about 38 clients. The firm serves individuals (including high‑net‑worth clients), trusts and businesses, and provides discretionary asset management, comprehensive and ongoing financial planning, 401(k)/403(b) participant consulting, and ERISA plan services.
Investment programs are tailored to each client’s objectives and documented in an Investment Policy Statement or risk‑tolerance statement; the firm accepts discretionary trading authority and may engage sub‑advisors to implement model strategies. Its stated methods include fundamental, technical and cyclical analysis, periodic account reviews, and a fiduciary, fee‑only business model that does not sell commissioned products.
Compared with many solo independent advisers, Nora Wealth explicitly offers pension and profit‑sharing plan services (including the ability to act as a 3(38) investment manager), provides pension consulting and serves charitable organization clients, and conducts no‑fee public seminars and workshops. The firm’s brochure also discloses the use of advertising testimonials and a formal succession agreement with another advisory firm as part of its business continuity planning.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
General estate planning guidance
Occupation focus
Retired
Founder/Business Owner
Fee options
Comprehensive financial planning flat fees range from $1,800 to $6,500 depending on complexity; ongoing financial planning fees range from $1,800 to $20,000 annually
$0 - $500,000: $5,000 annual fee $500,000 - $1,500,000: 1.00% on first $1,000,000 $1,500,001 - $3,500,000: 0.75% on next $2,000,000 $3,500,001 - $5,500,000: 0.60% on next $2,000,000 $5,500,001+: 0.50% above $5,000,000
$250 per hour for limited scope financial planning
Account minimum: $250,000 Minimum fee: $5,000 annually for accounts under $500,000 Fee-only: Yes, fee-only financial planning and advisory services; no commissions or sales of products.
Main office location
Nora Wealth
1201 Peachtree Street Ne, Building 400, Suite 100
Atlanta GA 30361, United States
Number of offices
1
Most active in
Nora Wealth has reported serving >5 clients in these states in the last 12 months.
Georgia · 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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