Stephen Stipe
Wealth Management Solutions · Claremore, Oklahoma
Stephen Stipe is a fee-only financial advisor at Wealth Management Solutions in Claremore, Oklahoma. 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 |
| SEC registration | Investment adviser representative in KS, OK, TX · CRD 2229770 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthmgtsolutions.net |
How Stephen'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 Stephen
Is Stephen Stipe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Stipe based?
Stephen Stipe is based in Claremore, Oklahoma.
Is Stephen Stipe registered with the SEC?
Yes. Stephen Stipe is registered as an investment adviser representative in KS, OK and TX (CRD 2229770), 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 Stephen Stipe?
Through Stephen'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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