Jessica Smith
Vitality Wealth · Meridian, Idaho
Jessica Smith is a fee-only financial advisor at Vitality Wealth in Meridian, Idaho, who holds the CFP, CPA and MAcc credentials. Jessica charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on physicians & residents, small business owners and student loans.
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Specialties
Who they serve
- Physicians
- Founders
- High earners
Facts
| Firm | Vitality Wealth |
|---|---|
| Based in | Meridian, Idaho |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $9.1M across 59 accounts |
| Credentials | CFP · CPA · MAcc |
| SEC registration | Investment adviser representative in ID · CRD 7614152 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | myvitalitywealth.com |
| Profile |
How Jessica's firm compares
- Ongoing planning starts at $6,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- 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 Jessica
Is Jessica Smith a fee-only financial advisor?
Yes. Jessica Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jessica's firm.
How does Jessica charge for financial advice?
Jessica charges a percentage of assets and an ongoing planning fee.
How much does Jessica charge?
According to Vitality Wealth's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.
Where is Jessica Smith based?
Jessica Smith is based in Meridian, Idaho.
What does Jessica specialize in?
Jessica's specialties include physicians & residents, small business owners, student loans and tax planning. Jessica works with physicians, founders and high earners.
What credentials does Jessica Smith hold?
Jessica Smith holds the CFP, CPA and MAcc credentials.
Is Jessica Smith registered with the SEC?
Yes. Jessica Smith is registered as an investment adviser representative in ID (CRD 7614152), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vitality Wealth manage?
Vitality Wealth reports $9.1M across 59 accounts in assets under management.
How do I contact Jessica Smith?
Through Jessica's website, myvitalitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Vitality Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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