Working Class Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Working Class Wealth Solutions LLC is a newly established registered investment adviser that provides financial planning and discretionary investment management to individuals, couples, families, working professionals, wage earners, and small business owners. Clients may engage the firm for standalone financial planning, ongoing portfolio management, or a combined relationship.
The firm emphasizes long-term, diversified, tax-aware portfolio construction using strategic asset allocation, buy-and-hold investing, periodic rebalancing, and instruments such as ETFs, index funds, individual equities, and fixed-income securities, with portfolios tailored to objectives, time horizon, and risk tolerance. Financial planning is delivered through ongoing, fixed-fee planning programs with scheduled updates and client support, and the firm states it has no minimum account size requirement.
Compared with peers in the no-active-advisors category, the combination of fixed-fee financial planning and direct discretionary portfolio management for individual clients is atypical. The firm’s principal holds securities registrations (Series 7 and Series 65) and a data analytics credential and brings prior experience in banking and lending; the firm is not affiliated with a broker‑dealer or private fund adviser and does not accept proxy voting authority for client securities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$600 annually for Foundation Plan; $1,200 annually for Growth Plan (billed monthly in advance)
1.00% annually
Main office
Poplar Bluff MO
Advisors at this office
1
Most active in
Missouri
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.
Forms ADV
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