Edward Jones
40yrs
Top advisor by experience in Issaquah
26yrs
Marshall Smith
Financial advisor at Wells Fargo Advisors
Marshall Smith is a fiduciary financial advisor in Issaquah, Washington, with 26 years in the industry. Marshall joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 99 advisors with offices in Issaquah, and one of 96 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience in Washington
Office1180 NW Maple St Suite 150, Issaquah, WA 98027
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2015 – 2024Wells Fargo Clearing Services, LLCPreviously
Contact Marshall
Local office(425) 369-5100Ask for Marshall. (314) 875-3000Main office · St. Louis, MO 1180 NW Maple St Suite 150Issaquah, WA 98027Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Marshall
Tailored to Marshall’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?
- 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 Marshall
How do I contact Marshall?
Call Marshall’s local office at (425) 369-5100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Marshall Smith.
How long has Marshall been a financial advisor?
Marshall has been in the industry since 2000, about 26 years. Top 24% by experience in Washington.
What licenses does Marshall hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Marshall a fiduciary?
Marshall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marshall paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Marshall 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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