Wyatt Livingston is a CFP-designated registered investment advisor at Livet Wealth, LLC, based in Spanish Fork, UT, with 1 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 138 clients with $340M 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% |
Accounts below $300,000 may be subject to a monthly planning fee of up to $250 if the calculated asset-based fee is lower. Sub-advisor fees may add an additional 0.15% to 0.55% per year.
Fee Estimator
Location
1642 E Spanish Fork Pkwy, Suite 201, Spanish Fork, UT, 84660
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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
Wyatt is a sole proprietor involved in rental management in Orem, UT, since July 2023. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Livet Wealth, LLC
Previous Registrations
Blue Barn Wealth
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
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