Redstone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,700,203
Clients
590
Advisors
4
of 10 employees
About
Redstone Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations, corporations, and employer‑sponsored retirement plans. The firm provides financial planning and ongoing annual planning, discretionary asset management using in‑house and third‑party models, recommendations of third‑party investment advisers, and services for employer plans such as ERISA 3(38) plan management and self‑directed brokerage (PCRA) consulting.
Redstone typically implements personalized asset‑allocation strategies, monitors accounts on a continuous basis, and rebalances as market conditions or client circumstances change; it commonly recommends an institutional custodian for trade execution and custody. The firm also offers held‑away account management via an account‑aggregation service for retirement plan assets, adviser‑managed annuities, and the use of model portfolios or third‑party managers with ongoing oversight.
Compared with many peers of similar size, Redstone’s mix of offerings is broader than average for a four‑advisor firm, notably combining ERISA 3(38) fiduciary services, held‑away plan aggregation, and adviser‑managed annuities. The brochure discloses that several advisers are dually registered as broker‑dealer representatives and insurance agents, that the firm may share in fees from recommended third‑party advisers, and that it compensates outside referrers — arrangements the firm notes as potential conflicts of interest and addresses in its policies.
Client services
Expertise
Occupation focus
Fee options
Initial financial planning services offered for a fixed fee ranging from $250 to $15,000, negotiable based on scope and complexity
$0+: up to 1.95% annually $0+: maximum 1.50% annually for accounts holding 90% or more in fixed income securities
Certain associated persons receive commissions for sales of securities and insurance products separate from advisory fees
Annual financial planning retainer fees generally range between $3,000 and $20,000 per year, billed monthly or quarterly in arrears
Minimum fee: Financial planning fixed fees range from $250 to $15,000 for initial planning, annual retainer fees generally range between $3,000 and $20,000
Main office
3404 NW 135th St
Oklahoma City OK 73120-4009
Advisors at this office
4
Most active in
Nebraska · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher S
Series 65
Oklahoma City, OK
Redstone Wealth Management, LLC
Christopher Smedstad is a financial advisor with Redstone Wealth Management, LLC in Oklahoma City, holding a Series 65 credential and five years of industry experience. Prior to his current role, he worked at GE Healthcare for 17 years. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, discretionary asset management, and ERISA 3(38) plan management among other services. The firm employs personalized asset-allocation strategies and monitors accounts continuously, combining a broad range of offerings uncommon for a firm of its size.
Rianna I
CFP®
Oklahoma City, OK
Redstone Wealth Management, LLC
Rianna Ingalls is a CFP® professional with six years of experience at Redstone Wealth Management, LLC and a total of three years in the financial industry. She began her career at Redstone in 2019 after 15 years as a student. Redstone Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, combining personalized asset allocation, continuous monitoring, and rebalancing with services such as ERISA 3(38) fiduciary plan management and held-away account aggregation.
Conard T
Series 66
Oklahoma City, OK
Redstone Wealth Management, LLC
Conard Terrell is a financial advisor at Redstone Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors, LLC and LPL Financial, LLC prior to his current role. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and ERISA 3(38) plan management. The firm offers a broad range of services including personalized asset allocation, held-away account management, and adviser-managed annuities.
Israel C
Series 66
Oklahoma City, OK
Redstone Wealth Management, LLC
Israel Cantrell is a financial advisor at Redstone Wealth Management, LLC in Oklahoma City, holding a Series 66 designation with 16 years of industry experience. He is the president and CEO of Cantrell Group, Inc. and the managing member of Employee Leasing Foundation, an employee leasing business. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and fiduciary services such as ERISA 3(38) plan management. The firm employs personalized asset-allocation strategies and offers a broad mix of services including held-away account management and adviser-managed annuities.
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