Wealth Management Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Solutions provides investment advice and financial planning primarily to individual and high‑net‑worth clients, offering portfolio development and monitoring, written financial plans, 401(k) allocation recommendations, and educational seminars. Services are delivered on both discretionary and non‑discretionary bases and cover mutual funds, ETFs, and individual stocks and bonds.
The firm tailors portfolios to clients’ stated objectives, time horizons, and risk tolerances, with periodic reviews and fee billing based principally on a percentage of assets under management paid quarterly. Custody and trade execution are provided through an independent custodian; the adviser uses block trading for eligible accounts and may implement active trading, buy‑and‑hold, margin, options, or leveraged/inverse ETF strategies where appropriate.
A distinctive feature is that one or more of the firm’s representatives are licensed CPAs who prepare tax returns and the firm discloses the ability to add or coordinate tax‑related services (for example, payroll or tax return services) as part of client arrangements, an affiliation that is uncommon among peers. The firm also discloses that some representatives are licensed insurance agents and that it uses standing letters of authorization for client transfers, which affects how custody and certain cash movements are handled.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.5% (discretionary accounts) $500,001 - $1,000,000: 1.25% (discretionary accounts) $1,000,001+: 1.0% (discretionary accounts) $0 - $500,000: 1.25% (non-discretionary accounts) $500,001 - $1,000,000: 1.15% (non-discretionary accounts) $1,000,001+: 1.0% (non-discretionary accounts)
Some IARs are licensed to sell fixed and variable insurance products and receive commissions.
Hourly investment counseling fees are paid monthly in arrears or in installments with permission; specific hourly rates not stated.
Account minimum: $20,000 for portfolio development and monitoring services; no minimum for financial planning and consulting services Fee-only: Financial planning fees range from $300 to $1,200 for a written financial plan; 401k advisory fees range from $300 to $600 annually; fees are negotiable.
Main office
Claremore OK
Advisors at this office
3
Most active in
Kansas · Oklahoma · Texas
Also doing business as
Wealth Management Solutions · Wealth Management Solutions LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Stephen S
Series 63, Series 65
Claremore, OK
Wealth Management Solutions
Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.
David S
ChFC®, Series 63, Series 65
Claremore, OK
Wealth Management Solutions
David Shoesmith is a financial advisor with Wealth Management Solutions in Claremore, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Sms Financial & Investment Management and his own firm, Shoesmith Financial Services. Outside of advisory duties, he is a licensed insurance agent assisting clients with life, health, annuity, and long-term care insurance as needed. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering customized portfolio development and monitoring across various asset classes. The firm also integrates tax-related services through licensed CPAs on staff and delivers both discretionary and non-discretionary management tailored to client objectives and risk tolerance.
Joanna M
CFP®, Series 63, Series 65
Claremore, OK
Wealth Management Solutions
Joanna Mccall is a CFP® with 26 years of industry experience, currently with Wealth Management Solutions since 2018. She previously worked for Sms Financial & Investment Management for 19 years and operates Joanna S. Mccall, P.C., a tax preparation service. Outside of advising, she is involved in direct sales as an independent skin care consultant and a brand partner for natural supplements. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients. The firm offers portfolio development, written financial plans, and 401(k) allocation recommendations, with services delivered on both discretionary and non-discretionary bases.
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