Jessie Hale
Vita Wealth Advisors · Manhattan Beach, California
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.
Request an introduction to Jessie →
Specialties
Who they serve
- Divorced individuals
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 | $54.5M across 25 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7858932 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vitawealthadvisors.com |
| Profile |
Request an introduction to Jessie
Tell Jessie a little about what you're looking for. Jessie 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 Jessie
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.
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
- Vita Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.