UBS Financial Services
47yrs
Top advisor by experience in Plano
29yrs
Shane Smith
Financial advisor at Fisher Investments
Shane Smith has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Plano, Texas. After eight years at Invesco Advisers and five years at Invesco AIM Private Asset Management, Shane joined Fisher Investments in 2025, a firm offering financial planning, investment management, and private fund management. Fisher Investments reports being paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 2% by experience at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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.
Career
- Sep 2025 – nowFisher InvestmentsCurrent firm
- 2010 – 2018Invesco Advisers, Inc.Previously
- 2005 – 2010Invesco AIM Private Asset Management, Inc.Previously
Contact Shane
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Shane
Tailored to Shane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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 Shane
How do I contact Shane?
Call Fisher Investments at (800) 851-8845 and ask for Shane Smith. Shane works from the Plano, TX office.
How long has Shane been a financial advisor?
Shane has been in the industry since 1998, about 29 years. Top 2% by experience at Fisher Investments.
What licenses does Shane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Shane 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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