Redstone Wealth Management

As an independent Registered Investment Adviser (RIA), Redstone is held to the fiduciary standard under the Investment Advisers Act of 1940. This means the firm must place client interests ahead of its own and disclose any material conflicts of interest. Unlike broker-dealer representatives who operate under the less stringent suitability standard, RIA advisors must act in the best interest of the client at all times (per public record).

Redstone positions itself as a fee-only firm, meaning revenue is derived from client-paid advisory fees rather than commissions on financial products. The firm's publicly disclosed service model includes financial planning, portfolio management, and tax planning, each typically subject to an assets-under-management percentage or a fixed retainer fee. No brokerage or insurance commission revenue lines have been disclosed.

Redstone provides portfolio management directly, though the specific custodian and platform are not publicly disclosed. Most independent RIAs of Redstone's scale custody client assets with major custodians such as Charles Schwab, Fidelity, or Pershing and execute discretionary management through that infrastructure. The firm does not market a proprietary fund, suggesting reliance on individually managed accounts, model portfolios, or SMAs.

No. Redstone Wealth Management is an independent entity based in Oklahoma City. Its ethos as a fee-only RIA is structurally distinct from trust companies and bank-owned advisory units prevalent in the Oklahoma market, many of which operate with state trust charters and proprietary investment products.

Redstone publicly lists tax planning as a distinct service line. The level of integration is unclear — some fee-only RIAs provide in-house tax preparation while others coordinate with external CPAs. Redstone has not publicly clarified whether it files returns directly on behalf of clients.