Thomas Smith
Vita Wealth Advisors · Manhattan Beach, California
Thomas Smith is a fee-only financial advisor at Vita Wealth Advisors in Manhattan Beach, California, who holds the CFP credential. Thomas 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.
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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 7976200 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vitawealthadvisors.com |
| Profile |
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Questions about Thomas
Is Thomas Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Vita Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Smith based?
Thomas Smith is based in Manhattan Beach, California.
What does Thomas specialize in?
Thomas's specialties include divorce financial planning, estate & legacy planning, tax planning and family wealth transfer. Thomas works with divorced individuals.
What credentials does Thomas Smith hold?
Thomas Smith holds the CFP credential.
Is Thomas Smith registered with the SEC?
Yes. Thomas Smith is registered as an investment adviser representative in CA (CRD 7976200), 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 Thomas Smith?
Through Thomas'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.
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