# Joanna McCall

> Joanna McCall is a fee-only financial advisor at Wealth Management Solutions in Oklahoma City, Oklahoma, who holds the CFP credential. Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joanna-mccall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Management Solutions
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $106.3M across 259 accounts
- **Credentials:** CFP
- **CRD:** 3126628 (https://adviserinfo.sec.gov/individual/summary/3126628)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 63 (1999), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthmgtsolutions.net/

## Frequently asked questions

### Is Joanna McCall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joanna 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 Joanna charge for financial advice?

Joanna's firm, Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joanna McCall based?

Joanna McCall is based in Oklahoma City, Oklahoma.

### What credentials does Joanna McCall hold?

Joanna McCall holds the CFP credential.

### Is Joanna McCall registered with the SEC?

Yes. Joanna McCall is registered as an investment adviser representative in OK and TX (CRD 3126628), 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 Joanna McCall?

Through Joanna's website, www.wealthmgtsolutions.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3126628): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.