Hyrum Legrand Smith
CFP®Professional Summary
Hyrum Legrand Smith, CFP®, who also goes by Hyrum Smith, is a registered financial advisor currently at LIVET WEALTH, LLC located in Spanish Fork, Utah. Hyrum is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hyrum has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Retirement Planning
- Social Security & Medicare Planning
- Business Services
- Tax Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
Biography
Hyrum Smith holds his PhD in Personal Financial Planning and is a Certified Financial Planner (CFP(r)) and CPA with over 15 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.
Other Aliases
Hyrum Smith
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
LIVET WEALTH, LLC
Contact Information
Main Address
1642 E Spanish Fork Pkwy Suite 201, Spanish Fork, UT 84660Phone Number
(801) 893-8320# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
516AUM (Assets Under Management)
$335,074,789Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LIVET WEALTH, LLC
State Registrations and Notice Filings
(8/20/2025)
(8/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Hyrum Legrand Smith's CRS (Customer Relationship Summary).
Services Offered by Hyrum
- Risk Management & Insurance
- Retirement Planning
- Social Security & Medicare Planning
- Business Services
- Tax Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
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