# Jessie Hale

> Jessie Hale is a fee-only financial advisor at Vita Wealth Advisors in Manhattan Beach, California, who holds the CFP credential. Jessie focuses on divorce financial planning, estate & legacy planning and tax planning. Vita Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jessie-hale/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Vita Wealth Advisors
- **Based in:** Manhattan Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $54.5M across 25 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Divorced individuals
- **CRD:** 7858932 (https://adviserinfo.sec.gov/individual/summary/7858932)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.vitawealthadvisors.com

## Frequently asked questions

### Is Jessie Hale a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jessie holds no broker registration, and Vita Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jessie charge for financial advice?

Jessie's firm, Vita Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jessie Hale based?

Jessie Hale is based in Manhattan Beach, California.

### What does Jessie specialize in?

Jessie's specialties include divorce financial planning, estate & legacy planning, tax planning and family wealth transfer. Jessie works with divorced individuals.

### What credentials does Jessie Hale hold?

Jessie Hale holds the CFP credential.

### Is Jessie Hale registered with the SEC?

Yes. Jessie Hale is registered as an investment adviser representative in CA (CRD 7858932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vita Wealth Advisors manage?

Vita Wealth Advisors reports $54.5M across 25 accounts in assets under management.

### How do I contact Jessie Hale?

Through Jessie's website, www.vitawealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7858932): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://vitawealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.