Beau Smith
Financial advisor at Wells Fargo Advisors
Beau Smith has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Beau has been with Wells Fargo Advisors since 2025; before that, Beau spent nine years at Edward Jones. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3466 advisors with offices in Scottsdale, and one of 3169 fiduciaries.
At a glance
Services through Wells Fargo Advisors
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
- Oct 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2025Edward JonesPreviously
Questions to ask Beau
Tailored to Beau’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
About Beau
How do I contact Beau?
Call Wells Fargo Advisors at 314-875-3000 and ask for Beau Smith. Beau works from the Scottsdale, AZ office.
How long has Beau been a financial advisor?
Beau has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Beau hold?
Series 66. Tap any license on this page to see what it allows.
Is Beau a fiduciary?
Beau is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beau paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Beau for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.