Redstone Wealth Management, LLC logo

Redstone Wealth Management, LLC

Updated today

Client assets under management

$187,700,203

Clients

590

7% high-net worth

Advisors

4

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

148

Very High

Average account size

$318,136

About

Redstone Wealth Management provides advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and employer‑sponsored retirement plans. Services described in the brochure include broad financial planning (one‑time and annual retainer options), discretionary asset management using model portfolios, recommendations to third‑party investment advisers, and limited consulting for self‑directed PCRA retirement accounts.

The firm tailors asset allocation and risk profiles to each client, monitors accounts on a continuous basis, and rebalances as market conditions or client circumstances change; it manages accounts using both internally developed and third‑party model portfolios and may accept client restrictions in writing. Redstone routinely recommends Charles Schwab for custody, uses Schwab’s iRebal® for block trading when appropriate, and provides held‑away asset management via an account aggregation service (including Pontera).

Several features in the brochure distinguish Redstone from many peers: it offers ERISA 3(38) discretionary services for SEP and SIMPLE plans, provides adviser‑managed annuities, and manages held‑away retirement plan assets through aggregation. The firm also discloses that its advisers hold professional credentials (CFP® and AIF®), are dually registered with a broker‑dealer and as insurance agents, and that it has referral arrangements (including Promoter fees and revenue sharing with recommended TPIAs) — all conflicts that the brochure says are disclosed and addressed through its code of ethics and disclosure practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Annuities Private / alternative investments Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

Demographic focus

Approaching retirement

Fee options

Fixed

Financial planning fixed fees ranging from $250 to $15,000 for initial services; annual retainer fees between $3,000 and $20,000

Percentage

$0+: Up to 1.95% annually $0+: Up to 1.50% annually for accounts holding 90% or more in fixed income securities

Commissions

Commission-based compensation for securities and insurance products through affiliated broker-dealer and insurance agency

Subscriptions

Annual retainer financial planning fees payable monthly or quarterly in arrears; asset management fees payable monthly or quarterly in advance

Main office location

Redstone Wealth Management, LLC

3404 Nw 135 Th St

Oklahoma City OK 73120-4009, United States

Number of offices

1

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

Advisors at this firm

user avatar

Christopher S

Series 65

Oklahoma City, OK

Redstone Wealth Management, LLC

Christopher Smedstad is a financial advisor at Redstone Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at GE Healthcare for 17 years. Redstone Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers broad financial planning, discretionary asset management using model portfolios, and limited consulting for self-directed PCRA retirement accounts, tailoring asset allocation and risk profiles to each client.

Retirement income strategy Annuities Private / alternative investments Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Rianna I

CFP®

Oklahoma City, OK

Redstone Wealth Management, LLC

Rianna Ingalls is a CFP® professional with three years of industry experience, currently serving at Redstone Wealth Management, LLC in Oklahoma City, OK. She has been with Redstone Wealth Management since 2019, initially joining as part of the team before continuing in her current role. Redstone Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers broad financial planning, discretionary asset management using model portfolios, and consulting for self-directed retirement accounts, tailoring asset allocation and risk profiles to each client while monitoring and rebalancing accounts as needed.

Retirement income strategy Annuities Private / alternative investments Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Conard T

Series 66

Oklahoma City, OK

Redstone Wealth Management, LLC

Conard Terrell is a financial advisor with Redstone Wealth Management, LLC in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Redstone Wealth Management since 2017 and prior experience at Axa Advisors, LLC from 2010 to 2018. Redstone Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers financial planning, discretionary asset management using model portfolios, and consulting for self-directed retirement accounts, tailoring asset allocation and risk profiles to client needs while monitoring and rebalancing accounts as conditions change.

Retirement income strategy Annuities Private / alternative investments Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
user avatar

Israel C

Series 66

Oklahoma City, OK

Redstone Wealth Management, LLC

Israel Cantrell is a financial advisor with Redstone Wealth Management, LLC in Oklahoma City, holding a Series 66 designation and over 15 years of industry experience. He is President and CEO of both Redstone Wealth Management and the Cantrell Group, Inc., and has held roles at LPL Financial and Peak Brokerage Services. Outside of advisory work, Cantrell is managing member of the Employee Leasing Foundation, an employee leasing business. Redstone Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, discretionary asset management using model portfolios, and limited consulting for self-directed retirement accounts, tailoring asset allocation and risk profiles to client needs.

Retirement income strategy Annuities Private / alternative investments Options & derivatives strategies Retired Founder/Business Owner Approaching retirement
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