Advisor at Vita Wealth Advisors, LLC
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Firm
Vita Wealth Advisors, LLC
Location
Manhattan Beach, CA 90266
Credentials
CFP®
Industry experience
1 year
Thomas Smith is a CFP® professional with 12 years of industry experience. He currently works at Vita Wealth Advisors, LLC, where he has been since 2024. Prior to this, he spent 11 years at The Northern Trust Company. Vita Wealth Advisors provides wealth management services to a select group of high-net-worth individuals and family-related entities, offering comprehensive wealth planning, investment management, and divorce financial analysis through a tailored, quantitative approach.
Based on Vita Wealth Advisors, LLC
Fixed fees generally range from $3,000 to $15,000 for wealth planning services
up to 0.70% annually (maximum advisory fee)
$500 per hour for wealth planning services
Account minimum: $1,000,000
24 Westport, Fl 2
Manhattan Beach, CA 90266
California
Vita Wealth Advisors, LLC
2024 - Present (2 years)
The Northern Trust Company
2013 - 2024 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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