Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
4yrs
Carson Smith
Financial advisor at Wells Fargo Advisors
Carson Smith has worked in the financial industry for 4 years and is a fiduciary financial advisor based in St. Louis, Missouri. Carson joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeOne N Jefferson Ave, St. Louis, MO 63103
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 ?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.
Career
- Jan 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Carson
(314) 875-3000Wells Fargo Advisors main office One N Jefferson AveSt. Louis, MO 63103Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Carson
Tailored to Carson’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 Carson
How do I contact Carson?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Carson Smith. Carson works from the St. Louis, MO office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Carson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carson 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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