Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
11yrs
Based in Newport Beach, California, Garrison Smith is a fiduciary financial advisor with 11 years of industry experience. Garrison joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office520 Newport Center Dr Suite 1700, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
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
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Garrison
Local office(949) 644-2220Ask for Garrison. (314) 875-3000Main office · St. Louis, MO 520 Newport Center Dr Suite 1700Newport Beach, CA 92660Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Garrison
Tailored to Garrison’s registration and firm.
- 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
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About Garrison
How do I contact Garrison?
Call Garrison’s local office at (949) 644-2220 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Garrison Smith.
How long has Garrison been a financial advisor?
Garrison has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Garrison hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Garrison a fiduciary?
Garrison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Garrison paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Garrison 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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