W Wellspent Public advisor graph
Wellspent public graph/Advisors/Jessica Henderson
Advisor

Jessica Henderson

South Bay Financial Partners · Torrance, California

Jessica Henderson is a fee-only financial advisor at South Bay Financial Partners in Torrance, California. South Bay Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

Request an introduction to Jessica →

Facts

FirmSouth Bay Financial Partners
Based in Torrance, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$114.8M across 145 accounts
SEC registration Investment adviser representative in CA, IL · CRD 7726096
Exams passedSeries 65 (2023)
Firm size5 employees
Disclosures None reported
Websitewww.southbayfinancialpartners.com

How Jessica's firm compares

  • South Bay Financial Partners's average account is about $792,000, from its Form ADV (assets managed divided by 145 accounts).

What fee-only advisors charge in California

Request an introduction to Jessica

Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jessica

Is Jessica Henderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and South Bay Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jessica charge for financial advice?

Jessica's firm, South Bay Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jessica Henderson based?

Jessica Henderson is based in Torrance, California.

Is Jessica Henderson registered with the SEC?

Yes. Jessica Henderson is registered as an investment adviser representative in CA and IL (CRD 7726096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does South Bay Financial Partners manage?

South Bay Financial Partners reports $114.8M across 145 accounts in assets under management.

How do I contact Jessica Henderson?

Through Jessica's website, www.southbayfinancialpartners.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.

See something wrong? Request a correction. Read our methodology.