A complete list of active advisors currently associated with Working Class Wealth Solutions LLC

Warmer can help you find a great advisor at Working Class Wealth Solutions LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Working Class Wealth Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Tristin Johnson profile photo Tristin Johnson
Poplar Bluff, MO
2
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