LPL Financial
45yrs
Top advisor by experience in South Jordan
1yr
Thomas Smith
Financial advisor at Wealthspire Retirement Advisory
Thomas Smith is a fiduciary financial advisor in South Jordan, Utah, with 1 year in the industry. Thomas joined Wealthspire Retirement Advisory in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wealthspire Retirement Advisory reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 392 advisors with offices in South Jordan, and one of 376 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office489 W. South Jordan Parkway Suite 310, South Jordan, UT 84095
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$401,079
Advisors at the firm144
States licensed ?1 state
Services through Wealthspire Retirement Advisory
Financial planningInvestment management for individuals and small businessesRetirement 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
- Jun 2026 – nowWealthspire Retirement AdvisoryCurrent firm
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Wealthspire Retirement Advisory at 949.460.9898 and ask for Thomas Smith. Thomas works from the South Jordan, UT office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Wealthspire Retirement Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in South Jordan
LPL Financial
43yrs
Top 1% by experience in South Jordan
Diversify Wealth Management
43yrs
Top advisor by experience at Diversify Wealth Management
Osaic Wealth
43yrs
Top 1% by experience in South Jordan
Vanderbilt Advisory Services
42yrs
Top 2% by experience in South Jordan