Connect Financial Advisors
40yrs
Top advisor by experience in Providence
New
Ty Smith
Financial advisor at EP Wealth Advisors
Ty Smith is a fiduciary financial advisor in Providence, Utah, registered since Mar 2026. Ty joined EP Wealth Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. EP Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Providence, and one of 12 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office506 W. 100 S. Providence, Providence, UT 84332
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm338
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowEP Wealth AdvisorsCurrent firm
Questions to ask Ty
Tailored to Ty’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ty
How do I contact Ty?
Call EP Wealth Advisors at 310-543-4559 and ask for Ty Smith. Ty works from the Providence, UT office.
How long has Ty been a financial advisor?
Ty is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Ty hold?
Series 65. Tap any license on this page to see what it allows.
Is Ty a fiduciary?
Ty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ty paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ty for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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