Joanna McCall
Wealth Management Solutions · Oklahoma City, Oklahoma
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.
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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 | $106.3M across 259 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 3126628 |
| Exams passed | Series 63 (1999) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthmgtsolutions.net |
How Joanna'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 Joanna
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.
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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