Working Class Wealth Solutions provides personalized financial planning and investment management services for individuals, families, working professionals, wage earners, and small business owners. Founded in 2026 and based in Poplar Bluff, Missouri, the firm is wholly owned and operated by Tristin Johnson. Working Class Wealth Solutions offers ongoing financial planning through structured programs—the Foundation Plan and the Growth Plan—which cover budgeting, cash flow review, savings strategies, retirement planning, and real estate discussions. For investment management, Working Class Wealth Solutions builds customized, long-term portfolios using exchange-traded funds, index funds, individual stocks, and bonds, with the authority to make trades without asking first based on each client's specific risk tolerance and goals. For clients enrolled in a financial planning program who have less than $150,000 in managed investments, the investment management fee is waived, and they pay only the monthly planning fee. For clients with $150,000 or more in managed investments, the firm charges an annual percentage fee on the value of the portfolio, and ongoing financial planning is included at no extra cost.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00% of assets under management. For clients enrolled in a planning program with under $150,000 in managed assets, the investment management fee is waived. For clients with $150,000 or more, ongoing financial planning is included at no extra cost.