David Shoesmith
Wealth Management Solutions · Claremore, Oklahoma
David Shoesmith is a fee-only financial advisor at Wealth Management Solutions in Claremore, Oklahoma, who holds the ChFC credential. Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Management Solutions |
|---|---|
| Based in | Claremore, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $106.3M across 259 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in KS, OK, TX · CRD 2653959 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthmgtsolutions.net |
How David's firm compares
- Wealth Management Solutions's average account is about $410,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about David
Is David Shoesmith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Shoesmith based?
David Shoesmith is based in Claremore, Oklahoma.
What credentials does David Shoesmith hold?
David Shoesmith holds the ChFC credential.
Is David Shoesmith registered with the SEC?
Yes. David Shoesmith is registered as an investment adviser representative in KS, OK and TX (CRD 2653959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Solutions manage?
Wealth Management Solutions reports $106.3M across 259 accounts in assets under management.
How do I contact David Shoesmith?
Through David's website, www.wealthmgtsolutions.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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