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Advisors / Arizona / Scottsdale
10yrs

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.

Scottsdale, AZ 85253Fiduciary advisor

At a glance

Experience10 years (since 2016)
How that compares ?10 years in the industry
Office8501 North Scottsdale Rd Suite 150, Scottsdale, AZ 85253
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.

Series 66Uniform Combined State Law Examination

Career

  1. Oct 2025 – now
  2. 2016 – 2025
    Edward JonesPreviously

Questions to ask Beau

Tailored to Beau’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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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.

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