Raymond James Financial Services Advisors
43yrs
Top advisor by experience in College Station
15yrs
Wade Smith
Financial advisor at Smith & Wyatt
Based in College Station, Texas, Wade Smith is a fiduciary financial advisor with 15 years of industry experience. Wade joined Smith & Wyatt in 2016, after two years at Securities America Advisors. Smith & Wyatt offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 113 advisors with offices in College Station, and one of 99 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?Top advisor by experience at Smith & Wyatt
Office511 University Dr. E Suite 210, College Station, TX 77840
FirmSmith & Wyatt
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$286,584
Advisors at the firm8
States licensed ?1 state
Services through Smith & Wyatt
Financial planningInvestment management for individuals and small businessesOther 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
- 2016 – nowSmith & WyattCurrent firm
- Feb 2015 – Dec 2016Securities America Advisors, Inc.Previously
Contact Wade
(979) 431-5440Smith & Wyatt main office 511 University Dr. E Suite 210College Station, TX 77840Office · Get directions
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Questions to ask Wade
Tailored to Wade’s registration and firm.
- 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
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About Wade
How do I contact Wade?
Call Smith & Wyatt at (979) 431-5440 and ask for Wade Smith. Wade works from the College Station, TX office.
How long has Wade been a financial advisor?
Wade has been in the industry since 2012, about 15 years. Top advisor by experience at Smith & Wyatt.
What licenses does Wade hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wade a fiduciary?
Wade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wade paid?
Smith & Wyatt reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Wade 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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