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Quincey Hansen

Advisor at Livet Wealth, LLC — Spanish Fork, UT

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Spanish Fork, UT 84660

Livet Wealth, LLC logo

Livet Wealth, LLC

Supported

Total advisors

3

Clients per advisor

46 Typical

Avg AUM per client

$2,428,078 Very High

HNW client ratio

48% High

About

Quincey Hansen is a financial advisor at Livet Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Livet Wealth, Hansen worked at Blue Barn Wealth, LLC and has a background that includes a lengthy tenure at Smash Dance Academy. Livet Wealth serves individuals, trusts, estates, and retirement plans, combining financial planning and portfolio management through tiered service levels. The firm uses Modern Portfolio Theory and offers discretionary account management, sub-advisory arrangements, and access to alternative investments within its Flagship program.

Client services

Based on Livet Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Livet Wealth, LLC

Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Business Financial Management

Occupation focus

Based on Livet Wealth, LLC

Founder/Business Owner Executive

Demographic focus

Based on Livet Wealth, LLC

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Financial planning services with fees paid 50% in advance and balance upon delivery; Ongoing Financial Planning fees range from $100 to $2,000 initial fee, plus $1,800 to $24,000 annually.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually Above $10,000,000+: 0.25% annually

Project-based

Hourly financial planning fees up to $300 per hour.

Other

Minimum fee: For clients below $300,000 AUM, a separate monthly financial planning fee of up to $250 may be charged.

Location

Spanish Fork, UT

1642 E Spanish Fork Pkwy, Suite 201

Spanish Fork UT 84660

Advisors at this office

3

Most active in

Utah

Work history

< 1 year of industry experience

Livet Wealth, LLC

2026 - Present • 1 year

Spanish Fork, UT

Livet Wealth, LLC

2025 - 2026 • 1 year

Spanish Fork, UT

Blue Barn Wealth, LLC

2023 - 2025 • 2 years

Orem, UT

The Church Of Jesus Christ of Latter-Day Saints

2021 - 2022 • 1 year

Salt Lake City, UT

Smash Dance Academy

2013 - 2026 • 13 years

Provo, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kwaku R

Series 63, Series 66

Orem, UT

Summit Wealth LLC

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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Samuel B

Series 66

Vineyard, UT

Galleon Wealth Advisors LLC

Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

Business exit / sale strategy Business ownership considerations Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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Sloane O

Series 65

Provo, UT

Ethical Capital

Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.

ESG / Sustainable investing Active portfolio management

Matt S

CFP®

Mapleton, UT

Summit Ridge Advisors

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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Trevor K

Series 65

Provo, UT

Highland Financial, LLC

Trevor Kuresa is a Series 65-licensed financial advisor with two years of industry experience, currently with Diversify Wealth Management, LLC. Prior to joining Diversify Advisory Services, he worked at FirstPurpose Wealth and York Howell & Guymon. Outside of finance, he serves as an attorney for entrepreneurs and business owners through Hibiscus Legal. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Options & derivatives strategies Active portfolio management
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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