James Smith
Vitality Wealth · Idaho Falls, Idaho
James Smith is a fee-only financial advisor at Vitality Wealth in Idaho Falls, Idaho, who holds the CFP credential. Vitality Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Vitality Wealth |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.1M across 59 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7439576 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myvitalitywealth.com |
How James's firm compares
- Vitality Wealth's average account is about $155,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about James
Is James Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Vitality Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Vitality Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is James Smith based?
James Smith is based in Idaho Falls, Idaho.
What credentials does James Smith hold?
James Smith holds the CFP credential.
Is James Smith registered with the SEC?
Yes. James Smith is registered as an investment adviser representative in ID (CRD 7439576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vitality Wealth manage?
Vitality Wealth reports $9.1M across 59 accounts in assets under management.
How do I contact James Smith?
Through James's website, www.myvitalitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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