Hyrum Smith is a CFP-designated registered investment advisor at Livet Wealth, LLC, based in Spanish Fork, UT, with 11 years of industry experience. Hyrum operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 129 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Sub-advisor fees may add 0.15% to 0.55% depending on the strategy. Some clients may be charged a flat fee not exceeding 1.00%.
Fee Estimator
Contact
Hyrum Smith
Location
1642 E Spanish Fork Pkwy, Suite 201, Spanish Fork, UT, 84660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hyrum teaches tax and retirement planning courses at Utah Valley University, dedicating a few hours per week. He also owns and manages Hyrum L Smith, LLC, spending minimal time on it.
Employment History
Current Registrations
Livet Wealth, LLC
Previous Registrations
Blue Barn Wealth
Bfc Planning, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hyrum Smith holds his PhD in Personal Financial Planning and is a Certified Financial Planner (CFP(r)) and CPA with over 20 years of financial services industry experience. He also teaches Tax Planning and Retirement Planning courses at Utah Valley University's CFP-registered financial planning program.