UBS Financial Services
47yrs
Top advisor by experience in Plano
6yrs
Based in Plano, Texas, Ryan Smith is a fiduciary financial advisor with 6 years of industry experience. Ryan has been with Fisher Investments since 2020. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?More experience than 51% of advisors at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?2 states
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowFisher InvestmentsCurrent firm
Contact Ryan
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Ryan
How do I contact Ryan?
Call Fisher Investments at (800) 851-8845 and ask for Ryan Smith. Ryan works from the Plano, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2020, about 6 years. More experience than 51% of advisors at Fisher Investments.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Ryan 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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